CWM
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Chemistry Wealth Management’s Walt Disney DIS Stock Holding History

Chemistry 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 		$644K Sell
6,688
-3,610
-35% -$368K 0.1% 117
2026
Q1 		$993K Sell
10,298
-2,072
-17% -$219K 0.17% 81
2025
Q4 		$1.41M Sell
12,370
-183
-1% -$20.2K 0.26% 61
2025
Q3 		$1.44M Sell
12,553
-350
-3% -$41.2K 0.28% 57
2025
Q2 		$1.6M Sell
12,903
-107
-0.8% -$11.1K 0.34% 50
2025
Q1 		$1.28M Buy
13,010
+142
+1% +$15.3K 0.3% 54
2024
Q4 		$1.43M Sell
12,868
-6
-0% -$630 0.34% 50
2024
Q3 		$1.24M Sell
12,874
-7,136
-36% -$657K 0.29% 60
2024
Q2 		$1.99M Buy
20,010
+1,080
+6% +$116K 0.51% 38
2024
Q1 		$2.32M Sell
18,930
-25
-0.1% -$2.61K 0.62% 30
2023
Q4 		$1.71M Buy
18,955
+245
+1% +$21.6K 0.52% 35
2023
Q3 		$1.52M Sell
18,710
-1,085
-5% -$92.7K 0.5% 34
2023
Q2 		$1.77M Buy
19,795
+63
+0.3% +$5.97K 0.57% 30
2023
Q1 		$1.98M Buy
19,732
+911
+5% +$91.8K 0.69% 28
2022
Q4 		$1.64M Sell
18,821
-955
-5% -$91.3K 0.64% 32
2022
Q3 		$1.86M Sell
19,776
-13
-0.1% -$1.39K 0.74% 26
2022
Q2 		$1.87M Sell
19,789
-297
-1% -$33K 0.71% 30
2022
Q1 		$2.75M Buy
+20,086
New +$2.9M 0.95% 21

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Chemistry Wealth Management reduced its Walt Disney (DIS) stake by 35% in Q2 2026, selling an estimated $368K and leaving 6,688 shares worth $644K. The position accounts for 0.1% of the portfolio, ranked #117.

Chemistry Wealth Management first reported a position in DIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.75M in Q1 2022. 1,455 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Chemistry Wealth Management held 6,688 shares of Walt Disney worth $644K as of Q2 2026.
  • Chemistry Wealth Management sold 3,610 Walt Disney shares in Q2 2026, an estimated $368K.
  • Walt Disney made up 0.1% of Chemistry Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Chemistry Wealth Management first reported a position in Walt Disney in Q1 2022 and has held it in 18 quarters since.
  • Chemistry Wealth Management's Walt Disney position peaked at $2.75M in Q1 2022.
  • 1,455 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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