DWM
DIS icon

Darwin Wealth Management’s Walt Disney DIS Stock Holding History

Darwin 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 		$24.7K Buy
257
+85
+49% +$8.67K 0.01% 305
2026
Q1 		$16.7K Sell
172
-1,334
-89% -$141K 0.01% 326
2025
Q4 		$171K Buy
1,506
+56
+4% +$6.17K 0.05% 142
2025
Q3 		$166K Buy
1,450
+72
+5% +$8.48K 0.05% 141
2025
Q2 		$171K Sell
1,378
-286
-17% -$29.7K 0.06% 134
2025
Q1 		$185K Hold
1,664
– – 0.06% 134
2024
Q4 		$185K Sell
1,664
-161
-9% -$16.9K 0.06% 134
2024
Q3 		$176K Buy
+1,825
New +$168K 0.05% 155
2024
Q2 		– Sell
-1,828
Closed -$224K – 93
2024
Q1 		$224K Buy
+1,828
New +$191K 0.06% 126
2023
Q1 		– Sell
-2,300
Closed -$229K – 160
2022
Q4 		$229K Sell
2,300
-768
-25% -$73.5K 0.06% 151
2022
Q3 		$299K Sell
3,068
-763
-20% -$81.7K 0.07% 124
2022
Q2 		$401K Buy
3,831
+1,263
+49% +$140K 0.08% 122
2022
Q1 		$352K Sell
2,568
-343
-12% -$49.6K 0.06% 136
2021
Q4 		$430K Sell
2,911
-749
-20% -$121K 0.07% 124
2021
Q3 		$619K Sell
3,660
-782
-18% -$139K 0.1% 106
2021
Q2 		$781K Sell
4,442
-82
-2% -$14.7K 0.13% 95
2021
Q1 		$834K Buy
4,524
+129
+3% +$23.8K 0.15% 91
2020
Q4 		$796K Buy
4,395
+372
+9% +$53.4K 0.15% 93
2020
Q3 		$499K Sell
4,023
-1,228
-23% -$153K 0.11% 100
2020
Q2 		$585K Buy
5,251
+723
+16% +$79.8K 0.15% 94
2020
Q1 		$437K Sell
4,528
-19,141
-81% -$2.42M 0.14% 90
2019
Q4 		$3.42M Buy
23,669
+637
+3% +$88.9K 0.91% 32
2019
Q3 		$3M Buy
23,032
+1,241
+6% +$172K 0.89% 43
2019
Q2 		$3.04M Sell
21,791
-966
-4% -$128K 0.94% 35
2019
Q1 		$2.53M Buy
22,757
+19,441
+586% +$2.17M 0.83% 46
2018
Q4 		$364K Buy
3,316
+290
+10% +$33K 0.25% 63
2018
Q3 		$354K Buy
3,026
+112
+4% +$12.5K 0.2% 86
2018
Q2 		$303K Buy
2,914
+263
+10% +$26.9K 0.2% 94
2018
Q1 		$266K Buy
2,651
+14
+0.5% +$1.49K 0.19% 101
2017
Q4 		$285K Buy
2,637
+363
+16% +$37.4K 0.12% 128
2017
Q3 		$224K Buy
2,274
+203
+10% +$20.9K 0.22% 86
2017
Q2 		$220K Buy
2,071
+12
+0.6% +$1.31K 0.12% 121
2017
Q1 		$233K Sell
2,059
-63
-3% -$6.94K 0.14% 115
2016
Q4 		$221K Buy
+2,122
New +$207K 0.15% 97

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Darwin Wealth Management increased its Walt Disney (DIS) stake by 49% in Q2 2026, buying an estimated $8.67K and bringing the position to 257 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #305.

Darwin Wealth Management first reported a position in DIS in Q4 2016 and has held it in 34 quarters since. The position peaked at $3.42M in Q4 2019. 1,343 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Darwin Wealth Management held 257 shares of Walt Disney worth $24.7K as of Q2 2026.
  • Darwin Wealth Management bought 85 Walt Disney shares in Q2 2026, an estimated $8.67K.
  • Walt Disney made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Darwin Wealth Management first reported a position in Walt Disney in Q4 2016 and has held it in 34 quarters since.
  • Darwin Wealth Management's Walt Disney position peaked at $3.42M in Q4 2019.
  • 1,343 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.