Curated Wealth Partners’s Walt Disney DIS Stock Holding History

Curated Wealth Partners’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	$1.33M	Buy	257,218 +248,371	+2,807%	+$25.3M	0.17%	105
2026 Q1	$853K	Sell	8,847 -468	-5%	-$49.5K	0.11%	77
2025 Q4	$1.06M	Buy	9,315 +1,234	+15%	+$136K	0.11%	65
2025 Q3	$925K	Buy	+8,081	New	+$952K	0.11%	65
2022 Q2	–	Sell	-4,698	Closed	-$727K	–	140
2022 Q1	$727K	Hold	4,698	–	–	0.25%	49
2021 Q4	$727K	Sell	4,698 -61	-1%	-$9.85K	0.24%	51
2021 Q3	$805K	Sell	4,759 -1	-0%	-$178	0.45%	38
2021 Q2	$837K	Buy	4,760 +804	+20%	+$145K	0.46%	35
2021 Q1	$730K	Buy	3,956 +556	+16%	+$103K	0.45%	39
2020 Q4	$616K	Buy	+3,400	New	+$488K	0.4%	44

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

Curated Wealth Partners's DIS Position: Q2 2026 in Review

Curated Wealth Partners increased its Walt Disney (DIS) stake by 2,807% in Q2 2026, buying an estimated $25.3M and bringing the position to 257,218 shares worth $1.33M. The position accounts for 0.17% of the portfolio, ranked #105.

Curated Wealth Partners first reported a position in DIS in Q4 2020 and has held it in 10 quarters since. 1,028 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Curated Wealth Partners held 257,218 shares of Walt Disney worth $1.33M as of Q2 2026.
Curated Wealth Partners bought 248,371 Walt Disney shares in Q2 2026, an estimated $25.3M.
Walt Disney made up 0.17% of Curated Wealth Partners's portfolio in Q2 2026, its #105 holding.
Curated Wealth Partners first reported a position in Walt Disney in Q4 2020 and has held it in 10 quarters since.
1,028 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.