Centerline Wealth Advisors’s Walt Disney DIS Stock Holding History

Centerline Wealth 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	$252K	Buy	2,615 +14	+0.5%	+$1.43K	0.08%	71
2026 Q1	$251K	Sell	2,601 -2	-0.1%	-$211	0.09%	66
2025 Q4	$296K	Sell	2,603 -10	-0.4%	-$1.1K	0.11%	48
2025 Q3	$299K	Buy	2,613 +354	+16%	+$41.7K	0.13%	36
2025 Q2	$280K	Sell	2,259 -6	-0.3%	-$623	0.14%	36
2025 Q1	$224K	Buy	2,265 +29	+1%	+$3.12K	0.13%	33
2024 Q4	$249K	Buy	+2,236	New	+$235K	0.15%	31

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Centerline Wealth Advisors's DIS Position: Q2 2026 in Review

Centerline Wealth Advisors increased its Walt Disney (DIS) stake by 0.54% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,615 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #71.

Centerline Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 946 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Centerline Wealth Advisors held 2,615 shares of Walt Disney worth $252K as of Q2 2026.
Centerline Wealth Advisors bought 14 Walt Disney shares in Q2 2026, an estimated $1.43K.
Walt Disney made up 0.08% of Centerline Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Centerline Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Walt Disney position peaked at $299K in Q3 2025.
946 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.