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

Activest 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 		$161K Sell
1,669
-1,287
-44% -$131K 0.03% 134
2026
Q1 		$285K Sell
2,956
-572
-16% -$60.5K 0.05% 119
2025
Q4 		$401K Buy
3,528
+29
+0.8% +$3.19K 0.08% 101
2025
Q3 		$401K Buy
3,499
+34
+1% +$4K 0.08% 87
2025
Q2 		$430K Buy
3,465
+191
+6% +$19.8K 0.1% 72
2025
Q1 		$323K Buy
3,274
+729
+29% +$78.3K 0.09% 78
2024
Q4 		$283K Buy
2,545
+10
+0.4% +$1.05K 0.08% 73
2024
Q3 		$244K Sell
2,535
-2,246
-47% -$207K 0.08% 72
2024
Q2 		$475K Buy
4,781
+2,990
+167% +$322K 0.16% 57
2024
Q1 		$219K Buy
1,791
+609
+52% +$63.6K 0.11% 58
2023
Q4 		$107K Sell
1,182
-3
-0.3% -$264 0.06% 59
2023
Q3 		$96K Buy
1,185
+22
+2% +$1.88K 0.06% 60
2023
Q2 		$176K Buy
1,163
+46
+4% +$4.36K 0.12% 28
2023
Q1 		$110K Buy
+1,117
New +$113K 0.07% 53
2022
Q3 		– Sell
-663
Closed -$53K – 482
2022
Q2 		$53K Buy
663
+64
+11% +$7.1K 0.04% 92
2022
Q1 		$82K Sell
599
-532
-47% -$76.9K 0.05% 77
2021
Q4 		$175K Buy
1,131
+396
+54% +$64K 0.11% 58
2021
Q3 		$124K Buy
735
+3
+0.4% +$535 0.08% 68
2021
Q2 		$129K Sell
732
-310
-30% -$55.8K 0.1% 62
2021
Q1 		$193K Buy
+1,042
New +$192K 0.16% 52

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

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

Activest Wealth Management reduced its Walt Disney (DIS) stake by 44% in Q2 2026, selling an estimated $131K and leaving 1,669 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #134.

Activest Wealth Management first reported a position in DIS in Q1 2021 and has held it in 20 quarters since. The position peaked at $475K in Q2 2024. 1,122 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Activest Wealth Management held 1,669 shares of Walt Disney worth $161K as of Q2 2026.
  • Activest Wealth Management sold 1,287 Walt Disney shares in Q2 2026, an estimated $131K.
  • Walt Disney made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Activest Wealth Management first reported a position in Walt Disney in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Walt Disney position peaked at $475K in Q2 2024.
  • 1,122 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.