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Alteri Wealth’s Walt Disney DIS Stock Holding History

Alteri Wealth’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 		$1.54M Sell
15,950
-236
-1% -$24.1K 0.42% 48
2026
Q1 		$1.56M Sell
16,186
-1,346
-8% -$142K 0.51% 35
2025
Q4 		$1.99M Buy
17,532
+526
+3% +$57.9K 0.65% 24
2025
Q3 		$1.95M Buy
17,006
+1,095
+7% +$129K 0.67% 23
2025
Q2 		$1.97M Buy
15,911
+519
+3% +$53.9K 0.77% 19
2025
Q1 		$1.52M Buy
15,392
+1,456
+10% +$156K 0.67% 28
2024
Q4 		$1.55M Buy
+13,936
New +$1.46M 0.43% 31

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Alteri Wealth's DIS Position: Q2 2026 in Review

Alteri Wealth reduced its Walt Disney (DIS) stake by 1.5% in Q2 2026, selling an estimated $24.1K and leaving 15,950 shares worth $1.54M. The position accounts for 0.42% of the portfolio, ranked #48.

Alteri Wealth first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Alteri Wealth held 15,950 shares of Walt Disney worth $1.54M as of Q2 2026.
  • Alteri Wealth sold 236 Walt Disney shares in Q2 2026, an estimated $24.1K.
  • Walt Disney made up 0.42% of Alteri Wealth's portfolio in Q2 2026, its #48 holding.
  • Alteri Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Walt Disney position peaked at $1.99M in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.