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Calamos Wealth Management’s Walt Disney DIS Stock Holding History

Calamos 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 		$1.13M Sell
11,740
-458
-4% -$46.7K 0.03% 192
2026
Q1 		$1.18M Sell
12,198
-3,083
-20% -$326K 0.04% 181
2025
Q4 		$1.74M Buy
15,281
+1,805
+13% +$199K 0.06% 142
2025
Q3 		$1.54M Buy
13,476
+1,598
+13% +$188K 0.06% 150
2025
Q2 		$1.47M Buy
11,878
+846
+8% +$87.9K 0.06% 138
2025
Q1 		$1.09M Buy
11,032
+237
+2% +$25.5K 0.05% 142
2024
Q4 		$1.2M Buy
10,795
+8
+0.1% +$840 0.06% 128
2024
Q3 		$1.04M Sell
10,787
-294
-3% -$27.1K 0.05% 142
2024
Q2 		$1.1M Sell
11,081
-2,216
-17% -$239K 0.06% 134
2024
Q1 		$1.63M Buy
13,297
+1,396
+12% +$146K 0.09% 114
2023
Q4 		$1.07M Sell
11,901
-1,306
-10% -$115K 0.07% 131
2023
Q3 		$1.07M Sell
13,207
-74,384
-85% -$6.35M 0.08% 139
2023
Q2 		$7.82M Sell
87,591
-2,916
-3% -$276K 0.57% 46
2023
Q1 		$9.06M Buy
90,507
+4,850
+6% +$489K 0.71% 33
2022
Q4 		$7.44M Sell
85,657
-5,726
-6% -$548K 0.58% 48
2022
Q3 		$8.62M Buy
91,383
+2,805
+3% +$300K 0.74% 31
2022
Q2 		$8.36M Buy
88,578
+39,951
+82% +$4.43M 0.74% 36
2022
Q1 		$6.67M Buy
48,627
+940
+2% +$136K 0.5% 51
2021
Q4 		$7.39M Sell
47,687
-2,482
-5% -$401K 0.54% 46
2021
Q3 		$8.49M Sell
50,169
-2,206
-4% -$393K 0.69% 35
2021
Q2 		$9.21M Sell
52,375
-2,213
-4% -$398K 0.72% 31
2021
Q1 		$10.1M Buy
54,588
+1,278
+2% +$236K 0.83% 23
2020
Q4 		$9.66M Buy
53,310
+1,834
+4% +$263K 0.88% 23
2020
Q3 		$6.39M Buy
51,476
+704
+1% +$88K 0.73% 33
2020
Q2 		$5.66M Sell
50,772
-18,412
-27% -$2.03M 0.71% 40
2020
Q1 		$6.68M Buy
69,184
+4,066
+6% +$514K 1.02% 20
2019
Q4 		$9.42M Sell
65,118
-3,134
-5% -$437K 1.11% 16
2019
Q3 		$8.89M Buy
68,252
+380
+0.6% +$52.5K 1.19% 16
2019
Q2 		$9.48M Sell
67,872
-1,099
-2% -$146K 1.28% 15
2019
Q1 		$7.66M Sell
68,971
-784
-1% -$87.6K 1.09% 18
2018
Q4 		$7.65M Sell
69,755
-9,305
-12% -$1.06M 1.15% 18
2018
Q3 		$9.24M Sell
79,060
-3,652
-4% -$406K 1.15% 18
2018
Q2 		$8.67M Sell
82,712
-2,291
-3% -$234K 1.08% 21
2018
Q1 		$8.54M Buy
85,003
+644
+0.8% +$68.4K 1.07% 25
2017
Q4 		$9.07M Buy
84,359
+379
+0.5% +$39K 1.18% 19
2017
Q3 		$8.28M Buy
83,980
+207
+0.2% +$21.3K 1.15% 18
2017
Q2 		$8.9M Buy
83,773
+21,760
+35% +$2.38M 1.26% 18
2017
Q1 		$7.03M Sell
62,013
-1,077
-2% -$119K 1.05% 21
2016
Q4 		$6.58M Buy
63,090
+20,835
+49% +$2.03M 1.06% 19
2016
Q3 		$3.92M Buy
42,255
+2,031
+5% +$194K 0.67% 49
2016
Q2 		$3.94M Sell
40,224
-12,736
-24% -$1.27M 0.7% 40
2016
Q1 		$5.26M Buy
52,960
+1,506
+3% +$145K 1.01% 23
2015
Q4 		$5.41M Buy
51,454
+3,998
+8% +$446K 1.08% 18
2015
Q3 		$4.85M Buy
47,456
+1,851
+4% +$202K 1.16% 15
2015
Q2 		$5.21M Buy
45,605
+2,000
+5% +$220K 1.23% 12
2015
Q1 		$4.57M Buy
43,605
+8,035
+23% +$811K 1.14% 17
2014
Q4 		$3.35M Buy
35,570
+6,160
+21% +$555K 0.96% 21
2014
Q3 		$2.62M Buy
29,410
+23,030
+361% +$2.03M 0.76% 38
2014
Q2 		$547K Buy
+6,380
New +$521K 0.16% 178
2013
Q3 		– Sell
-7,303
Closed -$461K – 217
2013
Q2 		$461K Buy
+7,303
New +$461K 0.16% 162

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Calamos Wealth Management reduced its Walt Disney (DIS) stake by 3.8% in Q2 2026, selling an estimated $46.7K and leaving 11,740 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #192.

Calamos Wealth Management first reported a position in DIS in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.1M in Q1 2021. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Calamos Wealth Management held 11,740 shares of Walt Disney worth $1.13M as of Q2 2026.
  • Calamos Wealth Management sold 458 Walt Disney shares in Q2 2026, an estimated $46.7K.
  • Walt Disney made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Calamos Wealth Management first reported a position in Walt Disney in Q2 2013 and has held it in 50 quarters since.
  • Calamos Wealth Management's Walt Disney position peaked at $10.1M in Q1 2021.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.