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Canopy Partners’s Walt Disney DIS Stock Holding History

Canopy Partners’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 		$199K Sell
2,067
-45
-2% -$4.59K 0.06% 239
2026
Q1 		$204K Buy
2,112
+162
+8% +$17.1K 0.07% 223
2025
Q4 		$222K Sell
1,950
-338
-15% -$37.2K 0.07% 209
2025
Q3 		$262K Buy
2,288
+614
+37% +$72.3K 0.09% 175
2025
Q2 		$208K Buy
+1,674
New +$174K 0.08% 205
2025
Q1 		– Sell
-1,825
Closed -$203K – 220
2024
Q4 		$203K Buy
+1,825
New +$192K 0.08% 186
2024
Q2 		– Sell
-1,982
Closed -$243K – 204
2024
Q1 		$243K Buy
+1,982
New +$207K 0.12% 153

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

Canopy Partners's DIS Position: Q2 2026 in Review

Canopy Partners reduced its Walt Disney (DIS) stake by 2.1% in Q2 2026, selling an estimated $4.59K and leaving 2,067 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #239.

Canopy Partners first reported a position in DIS in Q1 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Canopy Partners held 2,067 shares of Walt Disney worth $199K as of Q2 2026.
  • Canopy Partners sold 45 Walt Disney shares in Q2 2026, an estimated $4.59K.
  • Walt Disney made up 0.06% of Canopy Partners's portfolio in Q2 2026, its #239 holding.
  • Canopy Partners first reported a position in Walt Disney in Q1 2024 and has held it in 7 quarters since.
  • Canopy Partners's Walt Disney position peaked at $262K in Q3 2025.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.