AWM
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Accurate Wealth Management’s Walt Disney DIS Stock Holding History

Accurate Wealth Management’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 		$713K Hold
7,455
– – 0.07% 278
2026
Q1 		$740K Buy
7,455
+1,030
+16% +$109K 0.09% 239
2025
Q4 		$744K Buy
6,425
+39
+0.6% +$4.29K 0.09% 222
2025
Q3 		$710K Buy
6,386
+185
+3% +$21.8K 0.09% 230
2025
Q2 		$754K Buy
6,201
+2,125
+52% +$221K 0.12% 192
2025
Q1 		$346K Sell
4,076
-171
-4% -$18.4K 0.07% 255
2024
Q4 		$461K Buy
4,247
+467
+12% +$49.1K 0.09% 215
2024
Q3 		$356K Buy
3,780
+708
+23% +$65.1K 0.07% 262
2024
Q2 		$298K Sell
3,072
-429
-12% -$46.2K 0.07% 235
2024
Q1 		$394K Buy
3,501
+308
+10% +$32.2K 0.12% 172
2023
Q4 		$286K Sell
3,193
-252
-7% -$22.2K 0.09% 205
2023
Q3 		$297K Buy
3,445
+544
+19% +$46.5K 0.09% 194
2023
Q2 		$257K Sell
2,901
-1,032
-26% -$97.8K 0.08% 220
2023
Q1 		$396K Buy
3,933
+568
+17% +$57.3K 0.14% 160
2022
Q4 		$322K Sell
3,365
-535
-14% -$51.2K 0.12% 155
2022
Q3 		$374K Buy
3,900
+1,245
+47% +$133K 0.16% 116
2022
Q2 		$254K Sell
2,655
-451
-15% -$50.1K 0.14% 123
2022
Q1 		$426K Buy
3,106
+298
+11% +$43.1K 0.19% 99
2021
Q4 		$459K Sell
2,808
-102
-4% -$16.5K 0.38% 72
2021
Q3 		$498K Sell
2,910
-369
-11% -$65.8K 0.43% 64
2021
Q2 		$576K Buy
+3,279
New +$590K 0.51% 44

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accurate Wealth Management's DIS Position: Q2 2026 in Review

Accurate Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 7,455 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #278.

Accurate Wealth Management first reported a position in DIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $754K in Q2 2025. 1,125 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Accurate Wealth Management held 7,455 shares of Walt Disney worth $713K as of Q2 2026.
  • Accurate Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Accurate Wealth Management first reported a position in Walt Disney in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Walt Disney position peaked at $754K in Q2 2025.
  • 1,125 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.