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Baron Wealth Management’s Walt Disney DIS Stock Holding History

Baron 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 		$226K Buy
2,353
+47
+2% +$4.79K 0.06% 262
2026
Q1 		$222K Buy
2,306
+15
+0.7% +$1.58K 0.07% 238
2025
Q4 		$261K Buy
2,291
+150
+7% +$16.5K 0.08% 192
2025
Q3 		$245K Sell
2,141
-1,077
-33% -$127K 0.08% 189
2025
Q2 		$399K Sell
3,218
-350
-10% -$36.4K 0.14% 108
2025
Q1 		$352K Sell
3,568
-951
-21% -$102K 0.15% 104
2024
Q4 		$503K Buy
4,519
+370
+9% +$38.9K 0.24% 65
2024
Q3 		$399K Buy
4,149
+117
+3% +$10.8K 0.19% 84
2024
Q2 		$400K Sell
4,032
-24
-0.6% -$2.58K 0.21% 74
2024
Q1 		$496K Buy
4,056
+237
+6% +$24.8K 0.26% 57
2023
Q4 		$345K Buy
3,819
+297
+8% +$26.2K 0.19% 86
2023
Q3 		$285K Sell
3,522
-684
-16% -$58.4K 0.18% 97
2023
Q2 		$376K Sell
4,206
-689
-14% -$65.3K 0.24% 69
2023
Q1 		$490K Sell
4,895
-324
-6% -$32.7K 0.35% 46
2022
Q4 		$453K Buy
+5,219
New +$499K 0.35% 43

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

Baron Wealth Management's DIS Position: Q2 2026 in Review

Baron Wealth Management increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $4.79K and bringing the position to 2,353 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #262.

Baron Wealth Management first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $503K in Q4 2024. 835 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Baron Wealth Management held 2,353 shares of Walt Disney worth $226K as of Q2 2026.
  • Baron Wealth Management bought 47 Walt Disney shares in Q2 2026, an estimated $4.79K.
  • Walt Disney made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Baron Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Walt Disney position peaked at $503K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.