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Atlantic Edge Private Wealth Management’s Walt Disney DIS Stock Holding History

Atlantic Edge Private 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 		$872K Buy
9,055
+233
+3% +$23.8K 0.18% 86
2026
Q1 		$850K Sell
8,822
-1,700
-16% -$180K 0.21% 77
2025
Q4 		$1.2M Buy
10,522
+380
+4% +$41.9K 0.3% 65
2025
Q3 		$1.16M Buy
10,142
+165
+2% +$19.4K 0.3% 67
2025
Q2 		$1.24M Sell
9,977
-167
-2% -$17.4K 0.34% 64
2025
Q1 		$1M Sell
10,144
-89
-0.9% -$9.56K 0.31% 70
2024
Q4 		$1.14M Buy
10,233
+185
+2% +$19.4K 0.35% 65
2024
Q3 		$966K Buy
10,048
+681
+7% +$62.7K 0.29% 74
2024
Q2 		$930K Buy
9,367
+335
+4% +$36.1K 0.31% 74
2024
Q1 		$1.11M Buy
9,032
+1,028
+13% +$107K 0.38% 64
2023
Q4 		$723K Buy
+8,004
New +$706K 0.29% 77

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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DIS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Walt Disney (DIS) stake by 2.6% in Q2 2026, buying an estimated $23.8K and bringing the position to 9,055 shares worth $872K. The position accounts for 0.18% of the portfolio, ranked #86.

Atlantic Edge Private Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 9,055 shares of Walt Disney worth $872K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 233 Walt Disney shares in Q2 2026, an estimated $23.8K.
  • Walt Disney made up 0.18% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Walt Disney position peaked at $1.24M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.