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Buttonwood Financial Advisors’s Walt Disney DIS Stock Holding History

Buttonwood Financial Advisors’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 		$1.91M Sell
19,871
-181
-0.9% -$18.5K 0.58% 41
2026
Q1 		$1.93M Sell
20,052
-2,755
-12% -$291K 0.65% 40
2025
Q4 		$2.59M Sell
22,807
-786
-3% -$86.6K 0.87% 31
2025
Q3 		$2.7M Sell
23,593
-1,024
-4% -$121K 0.93% 30
2025
Q2 		$3.05M Sell
24,617
-123
-0.5% -$12.8K 1.23% 22
2025
Q1 		$2.44M Sell
24,740
-599
-2% -$64.4K 1.07% 27
2024
Q4 		$2.82M Sell
25,339
-310
-1% -$32.6K 1.24% 24
2024
Q3 		$2.47M Sell
25,649
-159
-0.6% -$14.6K 1.08% 29
2024
Q2 		$2.56M Sell
25,808
-588
-2% -$63.3K 1.21% 25
2024
Q1 		$3.23M Buy
26,396
+2,394
+10% +$250K 1.52% 20
2023
Q4 		$2.17M Buy
24,002
+27
+0.1% +$2.38K 1.18% 27
2023
Q3 		$1.94M Buy
23,975
+1,762
+8% +$150K 1.23% 24
2023
Q2 		$1.98M Buy
22,213
+1,350
+6% +$128K 1.24% 23
2023
Q1 		$2.09M Buy
20,863
+115
+0.6% +$11.6K 1.62% 18
2022
Q4 		$1.8M Buy
20,748
+671
+3% +$64.2K 1.52% 19
2022
Q3 		$1.94M Buy
20,077
+509
+3% +$54.5K 1.75% 15
2022
Q2 		$1.85M Buy
19,568
+1,775
+10% +$197K 1.67% 17
2022
Q1 		$2.44M Buy
17,793
+676
+4% +$97.7K 2.2% 9
2021
Q4 		$2.65M Buy
+17,117
New +$2.76M 2.59% 10

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
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
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

Buttonwood Financial Advisors's DIS Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Walt Disney (DIS) stake by 0.9% in Q2 2026, selling an estimated $18.5K and leaving 19,871 shares worth $1.91M. The position accounts for 0.58% of the portfolio, ranked #41.

Buttonwood Financial Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q1 2024. 708 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Buttonwood Financial Advisors held 19,871 shares of Walt Disney worth $1.91M as of Q2 2026.
  • Buttonwood Financial Advisors sold 181 Walt Disney shares in Q2 2026, an estimated $18.5K.
  • Walt Disney made up 0.58% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Buttonwood Financial Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Walt Disney position peaked at $3.23M in Q1 2024.
  • 708 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.