Centurion Wealth Management’s Walt Disney DIS Stock Holding History

Centurion 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	$359K	Sell	3,727 -3,402	-48%	-$347K	0.09%	200
2026 Q1	$687K	Sell	7,129 -157	-2%	-$16.6K	0.15%	124
2025 Q4	$829K	Buy	7,286 +162	+2%	+$17.8K	0.18%	100
2025 Q3	$816K	Buy	7,124 +226	+3%	+$26.6K	0.19%	101
2025 Q2	$855K	Buy	6,898 +362	+6%	+$37.6K	0.25%	75
2025 Q1	$728K	Hold	6,536	–	–	0.23%	77
2024 Q4	$728K	Sell	6,536 -58	-0.9%	-$6.09K	0.23%	77
2024 Q3	$634K	Buy	+6,594	New	+$607K	0.2%	83
2024 Q1	$953K	Buy	7,791 +133	+2%	+$13.9K	0.38%	52
2023 Q4	$691K	Buy	7,658 +590	+8%	+$52K	0.3%	57
2023 Q3	$573K	Buy	7,068 +1,139	+19%	+$97.3K	0.28%	62
2023 Q2	$529K	Buy	5,929 +2	+0%	+$189	0.26%	68
2023 Q1	$593K	Buy	5,927 +297	+5%	+$29.9K	0.3%	60
2022 Q4	$489K	Buy	+5,630	New	+$538K	0.28%	71

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Centurion Wealth Management reduced its Walt Disney (DIS) stake by 48% in Q2 2026, selling an estimated $347K and leaving 3,727 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #200.

Centurion Wealth Management first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $953K in Q1 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Centurion Wealth Management held 3,727 shares of Walt Disney worth $359K as of Q2 2026.
Centurion Wealth Management sold 3,402 Walt Disney shares in Q2 2026, an estimated $347K.
Walt Disney made up 0.09% of Centurion Wealth Management's portfolio in Q2 2026, its #200 holding.
Centurion Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's Walt Disney position peaked at $953K in Q1 2024.
525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.