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Connecticut Wealth Management’s Walt Disney DIS Stock Holding History

Connecticut 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 		$555K Sell
5,765
-267
-4% -$27.2K 0.02% 227
2026
Q1 		$581K Sell
6,032
-153
-2% -$16.2K 0.02% 214
2025
Q4 		$704K Sell
6,185
-150
-2% -$16.5K 0.03% 191
2025
Q3 		$725K Sell
6,335
-553
-8% -$65.1K 0.03% 186
2025
Q2 		$854K Buy
6,888
+565
+9% +$58.7K 0.04% 165
2025
Q1 		$624K Sell
6,323
-160
-2% -$17.2K 0.03% 193
2024
Q4 		$722K Buy
6,483
+437
+7% +$45.9K 0.04% 155
2024
Q3 		$582K Sell
6,046
-1,488
-20% -$137K 0.03% 203
2024
Q2 		$748K Sell
7,534
-974
-11% -$105K 0.04% 180
2024
Q1 		$1.04M Sell
8,508
-1,618
-16% -$169K 0.06% 145
2023
Q4 		$914K Buy
10,126
+446
+5% +$39.3K 0.05% 153
2023
Q3 		$785K Buy
9,680
+5,198
+116% +$444K 0.05% 131
2023
Q2 		$400K Buy
4,482
+1,051
+31% +$99.6K 0.03% 173
2023
Q1 		$344K Buy
3,431
+708
+26% +$71.4K 0.03% 178
2022
Q4 		$237K Sell
2,723
-1,683
-38% -$161K 0.02% 179
2022
Q3 		$416K Sell
4,406
-44
-1% -$4.71K 0.04% 118
2022
Q2 		$420K Sell
4,450
-2,193
-33% -$243K 0.04% 128
2022
Q1 		$911K Buy
6,643
+72
+1% +$10.4K 0.07% 91
2021
Q4 		$1.02M Buy
6,571
+179
+3% +$28.9K 0.08% 84
2021
Q3 		$1.08M Buy
6,392
+599
+10% +$107K 0.09% 82
2021
Q2 		$1.02M Sell
5,793
-1,454
-20% -$261K 0.09% 82
2021
Q1 		$1.34M Buy
7,247
+196
+3% +$36.1K 0.12% 52
2020
Q4 		$1.28M Buy
7,051
+825
+13% +$118K 0.14% 66
2020
Q3 		$773K Buy
6,226
+2,454
+65% +$307K 0.09% 96
2020
Q2 		$421K Sell
3,772
-74
-2% -$8.17K 0.05% 98
2020
Q1 		$372K Sell
3,846
-247
-6% -$31.2K 0.06% 104
2019
Q4 		$592K Buy
4,093
+250
+7% +$34.9K 0.07% 98
2019
Q3 		$501K Buy
3,843
+2,027
+112% +$280K 0.06% 102
2019
Q2 		$254K Buy
+1,816
New +$241K 0.03% 133
2019
Q1 		– Sell
-2,012
Closed -$221K – 71
2018
Q4 		$221K Sell
2,012
-1,433
-42% -$163K 0.1% 67
2018
Q3 		$400K Hold
3,445
– – 0.18% 48
2018
Q2 		$363K Sell
3,445
-61
-2% -$6.24K 0.17% 48
2018
Q1 		$346K Sell
3,506
-32
-0.9% -$3.4K 0.2% 45
2017
Q4 		$389K Buy
3,538
+500
+16% +$51.5K 0.21% 44
2017
Q3 		$302K Hold
3,038
– – 0.18% 50
2017
Q2 		$315K Buy
3,038
+42
+1% +$4.6K 0.19% 47
2017
Q1 		$339K Sell
2,996
-155
-5% -$17.1K 0.21% 46
2016
Q4 		$345K Sell
3,151
-150
-5% -$14.6K 0.22% 46
2016
Q3 		$306K Buy
+3,301
New +$316K 0.22% 44

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Connecticut Wealth Management reduced its Walt Disney (DIS) stake by 4.4% in Q2 2026, selling an estimated $27.2K and leaving 5,765 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #227.

Connecticut Wealth Management first reported a position in DIS in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.34M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Connecticut Wealth Management held 5,765 shares of Walt Disney worth $555K as of Q2 2026.
  • Connecticut Wealth Management sold 267 Walt Disney shares in Q2 2026, an estimated $27.2K.
  • Walt Disney made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Connecticut Wealth Management first reported a position in Walt Disney in Q3 2016 and has held it in 39 quarters since.
  • Connecticut Wealth Management's Walt Disney position peaked at $1.34M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.