CWS
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Cypress Wealth Services’s Walt Disney DIS Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-17,959
Closed -$2.23M – 333
2020
Q3 		$2.23M Buy
+17,959
New +$2.24M 0.57% 43

Other funds holding DIS

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
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
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cypress Wealth Services's DIS Position: Q2 2026 in Review

Cypress Wealth Services increased its Walt Disney (DIS) stake by 1.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 5,626 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #221.

Cypress Wealth Services first reported a position in DIS in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.26M in Q4 2020. 1,125 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cypress Wealth Services held 5,626 shares of Walt Disney worth $542K as of Q2 2026.
  • Cypress Wealth Services bought 99 Walt Disney shares in Q2 2026, an estimated $10.1K.
  • Walt Disney made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #221 holding.
  • Cypress Wealth Services first reported a position in Walt Disney in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Walt Disney position peaked at $3.26M in Q4 2020.
  • 1,125 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.