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Barnes Dennig Private Wealth Management’s Walt Disney DIS Stock Holding History

Barnes Dennig 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 		$5.49K Buy
57
+23
+68% +$2.35K ﹤0.01% 264
2026
Q1 		$3.28K Hold
34
– – ﹤0.01% 277
2025
Q4 		$3.87K Hold
34
– – ﹤0.01% 277
2025
Q3 		$3.89K Sell
34
-100
-75% -$11.8K ﹤0.01% 263
2025
Q2 		$16.6K Buy
134
+100
+294% +$10.4K 0.02% 170
2025
Q1 		$3.36K Buy
+34
New +$3.65K 0.01% 189

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

Barnes Dennig Private Wealth Management's DIS Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Walt Disney (DIS) stake by 68% in Q2 2026, buying an estimated $2.35K and bringing the position to 57 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Barnes Dennig Private Wealth Management first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.6K in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 57 shares of Walt Disney worth $5.49K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 23 Walt Disney shares in Q2 2026, an estimated $2.35K.
  • Walt Disney made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Barnes Dennig Private Wealth Management's Walt Disney position peaked at $16.6K in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.