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YHB Investment Advisors’s Walt Disney DIS Stock Holding History

YHB Investment Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.57M Sell
26,709
-1,017
-4% -$104K 0.16% 114
2026
Q1 		$2.67M Sell
27,726
-505
-2% -$53.4K 0.19% 106
2025
Q4 		$3.21M Sell
28,231
-1,141
-4% -$126K 0.22% 96
2025
Q3 		$3.36M Sell
29,372
-490
-2% -$57.7K 0.25% 93
2025
Q2 		$3.7M Sell
29,862
-99
-0.3% -$10.3K 0.29% 86
2025
Q1 		$2.96M Sell
29,961
-665
-2% -$71.5K 0.25% 93
2024
Q4 		$3.41M Buy
30,626
+370
+1% +$38.9K 0.28% 85
2024
Q3 		$2.91M Sell
30,256
-1,543
-5% -$142K 0.24% 97
2024
Q2 		$3.16M Sell
31,799
-1,862
-6% -$200K 0.27% 89
2024
Q1 		$4.12M Sell
33,661
-2,684
-7% -$280K 0.37% 75
2023
Q4 		$3.28M Sell
36,345
-762
-2% -$67.2K 0.32% 80
2023
Q3 		$3.01M Sell
37,107
-8,521
-19% -$728K 0.28% 92
2023
Q2 		$4.07M Sell
45,628
-44,555
-49% -$4.22M 0.38% 72
2023
Q1 		$9.03M Sell
90,183
-15,755
-15% -$1.59M 0.91% 27
2022
Q4 		$9.2M Sell
105,938
-3,636
-3% -$348K 0.98% 26
2022
Q3 		$10.3M Sell
109,574
-885
-0.8% -$94.7K 1.15% 21
2022
Q2 		$10.4M Sell
110,459
-7,263
-6% -$806K 1.1% 19
2022
Q1 		$16.1M Sell
117,722
-2,572
-2% -$372K 1.43% 13
2021
Q4 		$18.6M Buy
120,294
+1,829
+2% +$295K 1.48% 12
2021
Q3 		$20M Buy
118,465
+660
+0.6% +$118K 1.73% 12
2021
Q2 		$20.7M Buy
117,805
+2,639
+2% +$475K 1.76% 11
2021
Q1 		$21.6M Sell
115,166
-4,404
-4% -$812K 1.87% 10
2020
Q4 		$21.7M Sell
119,570
-90
-0.1% -$12.9K 2.06% 7
2020
Q3 		$14.8M Buy
119,660
+6,538
+6% +$817K 1.61% 12
2020
Q2 		$12.6M Buy
113,122
+2,329
+2% +$257K 1.82% 15
2020
Q1 		$10.7M Buy
110,793
+13,266
+14% +$1.68M 1.85% 14
2019
Q4 		$14.1M Buy
97,527
+2,190
+2% +$306K 2.01% 13
2019
Q3 		$12.4M Buy
95,337
+3,248
+4% +$449K 1.9% 14
2019
Q2 		$12.9M Sell
92,089
-1,544
-2% -$205K 2.04% 10
2019
Q1 		$10.4M Buy
93,633
+1,895
+2% +$212K 1.63% 15
2018
Q4 		$10.1M Buy
91,738
+9,509
+12% +$1.08M 1.8% 14
2018
Q3 		$9.62M Buy
82,229
+354
+0.4% +$39.4K 1.45% 17
2018
Q2 		$8.58M Buy
81,875
+308
+0.4% +$31.5K 1.4% 19
2018
Q1 		$8.19M Buy
81,567
+699
+0.9% +$74.3K 1.39% 18
2017
Q4 		$8.69M Buy
80,868
+576
+0.7% +$59.3K 1.48% 18
2017
Q3 		$7.91M Sell
80,292
-8,352
-9% -$859K 1.42% 21
2017
Q2 		$9.42M Buy
88,644
+9,424
+12% +$1.03M 1.62% 16
2017
Q1 		$9.16M Sell
79,220
-555
-0.7% -$61.1K 1.76% 14
2016
Q4 		$8.31M Buy
79,775
+2,932
+4% +$286K 1.73% 14
2016
Q3 		$7.14M Sell
76,843
-6,161
-7% -$590K 1.72% 16
2016
Q2 		$8.12M Buy
83,004
+3,694
+5% +$369K 1.79% 15
2016
Q1 		$7.88M Sell
79,310
-3,060
-4% -$295K 2.13% 10
2015
Q4 		$8.65M Sell
82,370
-1,709
-2% -$190K 1.96% 13
2015
Q3 		$8.59M Buy
84,079
+1,364
+2% +$149K 2.03% 13
2015
Q2 		$9.44M Buy
82,715
+3,452
+4% +$379K 2.06% 11
2015
Q1 		$8.31M Sell
79,263
-792
-1% -$79.9K 1.87% 13
2014
Q4 		$7.54M Buy
80,055
+826
+1% +$74.5K 1.73% 14
2014
Q3 		$7.05M Sell
79,229
-2,603
-3% -$230K 1.69% 15
2014
Q2 		$7.02M Buy
81,832
+400
+0.5% +$32.7K 1.69% 15
2014
Q1 		$6.52M Buy
81,432
+3,507
+5% +$272K 1.66% 14
2013
Q4 		$5.95M Sell
77,925
-443
-0.6% -$30.7K 1.6% 15
2013
Q3 		$5.05M Sell
78,368
-3,360
-4% -$215K 1.5% 18
2013
Q2 		$5.16M Buy
+81,728
New +$5.16M 1.61% 14

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

YHB Investment Advisors's DIS Position: Q2 2026 in Review

YHB Investment Advisors reduced its Walt Disney (DIS) stake by 3.7% in Q2 2026, selling an estimated $104K and leaving 26,709 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #114.

YHB Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.7M in Q4 2020. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • YHB Investment Advisors held 26,709 shares of Walt Disney worth $2.57M as of Q2 2026.
  • YHB Investment Advisors sold 1,017 Walt Disney shares in Q2 2026, an estimated $104K.
  • Walt Disney made up 0.16% of YHB Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • YHB Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Walt Disney position peaked at $21.7M in Q4 2020.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.