Question 1

Does Waverly Advisors own DIS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Waverly Advisors holds 188,349 shares of DIS (Disney), worth $18.1M.

Question 2

How many shares of DIS does Waverly Advisors own?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors holds 188,349 shares of DIS (Disney).

Question 3

What is Waverly Advisors' DIS position worth?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors' DIS position is worth $18.1M.

Question 4

Is Waverly Advisors buying or selling DIS?

Accepted Answer

In Q2 2026, Waverly Advisors increased its DIS position by 16 shares.

Question 5

When did Waverly Advisors first buy DIS?

Accepted Answer

Waverly Advisors already held DIS in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	188,349	+0.0%	$18.1M	0.1%	$96.25	34
2026-Q1	Decreased	188,333	-5.7%	$18.2M	0.1%	$95.65	0
2025-Q4	Increased	199,722	+85.4%	$22.7M	0.2%	$112.90	53
2025-Q3	Increased	107,747	+7.6%	$12.3M	0.1%	$112.87	36
2025-Q2	Decreased	100,135	-3.3%	$12.4M	0.1%	$122.24	0
2025-Q1	Increased	103,557	+180.2%	$10.2M	0.1%	$96.88	53
2024-Q4	Increased	36,953	+28.2%	$4.1M	0.1%	$109.29	33
2024-Q3	Decreased	28,817	-3.7%	$2.8M	0.1%	$94.00	0