BDFN
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Bond & Devick Financial Network’s Walt Disney DIS Stock Holding History

Bond & Devick Financial Network’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 		$331K Sell
3,442
-89
-3% -$9.07K 0.08% 144
2026
Q1 		$340K Buy
3,531
+546
+18% +$57.7K 0.1% 133
2025
Q4 		$340K Buy
2,985
+237
+9% +$26.1K 0.1% 130
2025
Q3 		$315K Buy
2,748
+528
+24% +$62.2K 0.09% 130
2025
Q2 		$275K Hold
2,220
– – 0.09% 142
2025
Q1 		$219K Buy
+2,220
New +$239K 0.08% 149
2024
Q2 		– Sell
-2,829
Closed -$346K – 148
2024
Q1 		$346K Buy
2,829
+100
+4% +$10.4K 0.19% 97
2023
Q4 		$246K Hold
2,729
– – 0.14% 124
2023
Q3 		$221K Sell
2,729
-3,000
-52% -$256K 0.14% 122
2023
Q2 		$511K Sell
5,729
-859
-13% -$81.4K 0.32% 64
2023
Q1 		$660K Hold
6,588
– – 0.42% 49
2022
Q4 		$572K Sell
6,588
-795
-11% -$76K 0.41% 53
2022
Q3 		$696K Buy
7,383
+30
+0.4% +$3.21K 0.58% 42
2022
Q2 		$694K Sell
7,353
-250
-3% -$27.7K 0.61% 43
2022
Q1 		$1.04M Buy
7,603
+541
+8% +$78.2K 0.83% 28
2021
Q4 		$1.09M Sell
7,062
-25
-0.4% -$4.04K 0.82% 26
2021
Q3 		$1.2M Buy
7,087
+14
+0.2% +$2.5K 1% 21
2021
Q2 		$1.24M Hold
7,073
– – 1.03% 21
2021
Q1 		$1.3M Sell
7,073
-220
-3% -$40.6K 1.21% 17
2020
Q4 		$1.32M Buy
+7,293
New +$1.05M 1.51% 15

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return