Contravisory Investment Management’s Walt Disney DIS Stock Holding History

Contravisory Investment 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	$28.9K	Hold	300	–	–	0.01%	285
2026 Q1	$28.9K	Hold	300	–	–	0.01%	278
2025 Q4	$34.1K	Hold	300	–	–	0.01%	277
2025 Q3	$34.4K	Hold	300	–	–	0.01%	281
2025 Q2	$37.2K	Hold	300	–	–	0.01%	281
2025 Q1	$29.6K	Sell	300 -21	-7%	-$2.26K	0.01%	283
2024 Q4	$35.7K	Buy	321 +21	+7%	+$2.21K	0.01%	252
2024 Q3	$28.9K	Sell	300 -4,859	-94%	-$447K	0.01%	248
2024 Q2	$512K	Buy	5,159 +3,889	+306%	+$419K	0.11%	121
2024 Q1	$155K	Hold	1,270	–	–	0.03%	218
2023 Q4	$115K	Hold	1,270	–	–	0.03%	218
2023 Q3	$103K	Hold	1,270	–	–	0.03%	223
2023 Q2	$113K	Hold	1,270	–	–	0.03%	216
2023 Q1	$127K	Hold	1,270	–	–	0.04%	213
2022 Q4	$110K	Hold	1,270	–	–	0.03%	217
2022 Q3	$120K	Hold	1,270	–	–	0.04%	207
2022 Q2	$120K	Hold	1,270	–	–	0.04%	211
2022 Q1	$174K	Buy	1,270 +970	+323%	+$140K	0.05%	199
2021 Q4	$46K	Hold	300	–	–	0.01%	226
2021 Q3	$51K	Hold	300	–	–	0.02%	232
2021 Q2	$53K	Hold	300	–	–	0.02%	227
2021 Q1	$55K	Hold	300	–	–	0.02%	213
2020 Q4	$54K	Hold	300	–	–	0.02%	205
2020 Q3	$37K	Hold	300	–	–	0.01%	204
2020 Q2	$36K	Sell	300 -32,827	-99%	-$3.62M	0.01%	207
2020 Q1	$3.2M	Sell	33,127 -769	-2%	-$97.2K	1.42%	39
2019 Q4	$4.9M	Buy	33,896 +540	+2%	+$75.4K	1.79%	22
2019 Q3	$4.35M	Sell	33,356 -180	-0.5%	-$24.9K	1.65%	29
2019 Q2	$4.68M	Sell	33,536 -1,640	-5%	-$218K	1.81%	20
2019 Q1	$3.91M	Buy	35,176 +34,767	+8,500%	+$3.89M	1.51%	36
2018 Q4	$45K	Buy	409 +261	+176%	+$29.7K	0.02%	212
2018 Q3	$17K	Sell	148 -10	-6%	-$1.11K	0.01%	217
2018 Q2	$17K	Buy	158 +8	+5%	+$818	0.01%	245
2018 Q1	$15K	Buy	+150	New	+$15.9K	0.01%	246
2017 Q4	–	Sell	-50,087	Closed	-$4.94M	–	459
2017 Q3	$4.94M	Sell	50,087 -2,432	-5%	-$250K	1.76%	29
2017 Q2	$5.58M	Buy	52,519 +52,319	+26,160%	+$5.73M	2.01%	23
2017 Q1	$23K	Hold	200	–	–	0.01%	195
2016 Q4	$21K	Hold	200	–	–	0.01%	181
2016 Q3	$19K	Hold	200	–	–	0.01%	121
2016 Q2	$20K	Sell	200 -18	-8%	-$1.8K	0.01%	115
2016 Q1	$22K	Hold	218	–	–	0.01%	114
2015 Q4	$23K	Buy	218 +18	+9%	+$2.01K	0.01%	112
2015 Q3	$20K	Hold	200	–	–	﹤0.01%	109
2015 Q2	$23K	Hold	200	–	–	0.01%	127
2015 Q1	$21K	Hold	200	–	–	﹤0.01%	104
2014 Q4	$19K	Hold	200	–	–	﹤0.01%	105
2014 Q3	$18K	Hold	200	–	–	﹤0.01%	106
2014 Q2	$17K	Hold	200	–	–	﹤0.01%	108
2014 Q1	$16K	Hold	200	–	–	﹤0.01%	112
2013 Q4	$15K	Hold	200	–	–	﹤0.01%	99
2013 Q3	$13K	Hold	200	–	–	﹤0.01%	94
2013 Q2	$13K	Buy	+200	New	+$12.6K	﹤0.01%	102

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

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

Contravisory Investment Management's DIS Position: Q2 2026 in Review

Contravisory Investment Management held its Walt Disney (DIS) position steady in Q2 2026 at 300 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #285.

Contravisory Investment Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.58M in Q2 2017. 692 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Contravisory Investment Management held 300 shares of Walt Disney worth $28.9K as of Q2 2026.
Contravisory Investment Management left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #285 holding.
Contravisory Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Contravisory Investment Management's Walt Disney position peaked at $5.58M in Q2 2017.
692 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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