DI
DIS icon

DDFG Inc’s Walt Disney DIS Stock Holding History

DDFG Inc’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 		$277K Sell
2,878
-12
-0.4% -$1.22K 0.06% 78
2026
Q1 		$279K Buy
2,890
+8
+0.3% +$846 0.06% 73
2025
Q4 		$328K Hold
2,882
– – 0.07% 64
2025
Q3 		$330K Buy
2,882
+5
+0.2% +$589 0.08% 63
2025
Q2 		$357K Hold
2,877
– – 0.09% 59
2025
Q1 		$284K Buy
2,877
+4
+0.1% +$430 0.08% 60
2024
Q4 		$320K Hold
2,873
– – 0.09% 60
2024
Q3 		$276K Buy
+2,873
New +$264K 0.08% 65
2024
Q2 		– Sell
-1,641
Closed -$201K – 79
2024
Q1 		$201K Buy
+1,641
New +$171K 0.06% 72

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

DDFG Inc's DIS Position: Q2 2026 in Review

DDFG Inc reduced its Walt Disney (DIS) stake by 0.42% in Q2 2026, selling an estimated $1.22K and leaving 2,878 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #78.

DDFG Inc first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $357K in Q2 2025. 1,433 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • DDFG Inc held 2,878 shares of Walt Disney worth $277K as of Q2 2026.
  • DDFG Inc sold 12 Walt Disney shares in Q2 2026, an estimated $1.22K.
  • Walt Disney made up 0.06% of DDFG Inc's portfolio in Q2 2026, its #78 holding.
  • DDFG Inc first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
  • DDFG Inc's Walt Disney position peaked at $357K in Q2 2025.
  • 1,433 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.