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Altus Wealth Group’s Walt Disney DIS Stock Holding History

Altus Wealth Group’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 		$447K Sell
4,645
-92
-2% -$9.38K 0.16% 99
2026
Q1 		$457K Sell
4,737
-17
-0.4% -$1.8K 0.19% 88
2025
Q4 		$541K Buy
4,754
+73
+2% +$8.04K 0.22% 83
2025
Q3 		$536K Sell
4,681
-308
-6% -$36.3K 0.22% 82
2025
Q2 		$619K Sell
4,989
-60
-1% -$6.23K 0.27% 69
2025
Q1 		$498K Sell
5,049
-16
-0.3% -$1.72K 0.23% 79
2024
Q4 		$564K Sell
5,065
-47
-0.9% -$4.94K 0.25% 82
2024
Q3 		$492K Sell
5,112
-339
-6% -$31.2K 0.21% 84
2024
Q2 		$541K Sell
5,451
-15
-0.3% -$1.61K 0.27% 79
2024
Q1 		$669K Sell
5,466
-122
-2% -$12.7K 0.34% 71
2023
Q4 		$505K Sell
5,588
-370
-6% -$32.6K 0.28% 84
2023
Q3 		$483K Buy
5,958
+67
+1% +$5.72K 0.31% 77
2023
Q2 		$526K Sell
5,891
-173
-3% -$16.4K 0.32% 74
2023
Q1 		$607K Buy
6,064
+40
+0.7% +$4.03K 0.41% 63
2022
Q4 		$523K Buy
6,024
+456
+8% +$43.6K 0.4% 66
2022
Q3 		$942K Hold
5,568
– – 0.94% 26
2022
Q2 		$942K Sell
5,568
-443
-7% -$49.2K 0.94% 26
2022
Q1 		$824K Sell
6,011
-45
-0.7% -$6.5K 0.68% 34
2021
Q4 		$938K Buy
6,056
+488
+9% +$78.8K 0.77% 29
2021
Q3 		$942K Buy
5,568
+681
+14% +$121K 0.94% 26
2021
Q2 		$859K Buy
4,887
+449
+10% +$80.8K 0.84% 29
2021
Q1 		$818K Sell
4,438
-909
-17% -$168K 0.81% 31
2020
Q4 		$969K Buy
+5,347
New +$767K 0.93% 20

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
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
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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Altus Wealth Group's DIS Position: Q2 2026 in Review

Altus Wealth Group reduced its Walt Disney (DIS) stake by 1.9% in Q2 2026, selling an estimated $9.38K and leaving 4,645 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #99.

Altus Wealth Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $969K in Q4 2020. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Altus Wealth Group held 4,645 shares of Walt Disney worth $447K as of Q2 2026.
  • Altus Wealth Group sold 92 Walt Disney shares in Q2 2026, an estimated $9.38K.
  • Walt Disney made up 0.16% of Altus Wealth Group's portfolio in Q2 2026, its #99 holding.
  • Altus Wealth Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Walt Disney position peaked at $969K in Q4 2020.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.