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Barlow Wealth Partners’s Walt Disney DIS Stock Holding History

Barlow Wealth Partners’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 		$620K Sell
6,407
-200
-3% -$20.4K 0.07% 79
2026
Q1 		$702K Sell
6,607
-44
-0.7% -$4.65K 0.08% 71
2025
Q4 		$771K Sell
6,651
-185
-3% -$20.4K 0.08% 68
2025
Q3 		$773K Buy
6,836
+3,179
+87% +$374K 0.09% 67
2025
Q2 		$450K Buy
3,657
+29
+0.8% +$3.01K 0.05% 85
2025
Q1 		$328K Sell
3,628
-97,038
-96% -$10.4M 0.04% 95
2024
Q4 		$10.9M Buy
100,666
+852
+0.9% +$89.5K 1.38% 33
2024
Q3 		$9.22M Buy
99,814
+157
+0.2% +$14.4K 1.21% 36
2024
Q2 		$8.95M Buy
99,657
+907
+0.9% +$97.6K 1.24% 35
2024
Q1 		$11.3M Buy
98,750
+666
+0.7% +$69.6K 1.53% 29
2023
Q4 		$8.86M Buy
+98,084
New +$8.65M 1.26% 37

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Barlow Wealth Partners's DIS Position: Q2 2026 in Review

Barlow Wealth Partners reduced its Walt Disney (DIS) stake by 3% in Q2 2026, selling an estimated $20.4K and leaving 6,407 shares worth $620K. The position accounts for 0.07% of the portfolio, ranked #79.

Barlow Wealth Partners first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q1 2024. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Barlow Wealth Partners held 6,407 shares of Walt Disney worth $620K as of Q2 2026.
  • Barlow Wealth Partners sold 200 Walt Disney shares in Q2 2026, an estimated $20.4K.
  • Walt Disney made up 0.07% of Barlow Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Barlow Wealth Partners first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's Walt Disney position peaked at $11.3M in Q1 2024.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.