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Castleview Partners’s Walt Disney DIS Stock Holding History

Castleview 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 		$263K Buy
2,731
+224
+9% +$22.8K 0.12% 179
2026
Q1 		$242K Sell
2,507
-197
-7% -$20.8K 0.12% 174
2025
Q4 		$308K Sell
2,704
-2
-0.1% -$220 0.15% 139
2025
Q3 		$310K Sell
2,706
-327
-11% -$38.5K 0.17% 129
2025
Q2 		$376K Sell
3,033
-274
-8% -$28.5K 0.24% 102
2025
Q1 		$326K Sell
3,307
-679
-17% -$73K 0.22% 119
2024
Q4 		$442K Sell
3,986
-560
-12% -$58.8K 0.24% 102
2024
Q3 		$437K Buy
4,546
+84
+2% +$7.73K 0.25% 98
2024
Q2 		$443K Buy
4,462
+83
+2% +$8.94K 0.25% 92
2024
Q1 		$536K Buy
4,379
+290
+7% +$30.3K 0.3% 75
2023
Q4 		$369K Buy
4,089
+403
+11% +$35.5K 0.26% 88
2023
Q3 		$299K Buy
3,686
+2,604
+241% +$222K 0.28% 84
2023
Q2 		$96.6K Sell
1,082
-17
-2% -$1.61K 0.09% 188
2023
Q1 		$110K Sell
1,099
-120
-10% -$12.1K 0.1% 170
2022
Q4 		$106K Sell
1,219
-16
-1% -$1.53K 0.1% 155
2022
Q3 		$116K Sell
1,235
-1,162
-48% -$124K 0.11% 162
2022
Q2 		$138K Sell
2,397
-86
-3% -$9.54K 0.11% 182
2022
Q1 		$340K Sell
2,483
-590,181
-100% -$85.3M 0.21% 103
2021
Q4 		$3.83K Buy
+592,664
New +$95.7M 0.03% 194
2021
Q2 		$821K Buy
+4,669
New +$840K 0.36% 53

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

Castleview Partners's DIS Position: Q2 2026 in Review

Castleview Partners increased its Walt Disney (DIS) stake by 8.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 2,731 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #179.

Castleview Partners first reported a position in DIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $821K in Q2 2021. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Castleview Partners held 2,731 shares of Walt Disney worth $263K as of Q2 2026.
  • Castleview Partners bought 224 Walt Disney shares in Q2 2026, an estimated $22.8K.
  • Walt Disney made up 0.12% of Castleview Partners's portfolio in Q2 2026, its #179 holding.
  • Castleview Partners first reported a position in Walt Disney in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Walt Disney position peaked at $821K in Q2 2021.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.