EWM
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Edge Wealth Management’s Walt Disney DIS Stock Holding History

Edge 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 		$6.65M Sell
69,110
-292
-0.4% -$29.8K 1.12% 23
2026
Q1 		$6.69M Sell
69,402
-1,161
-2% -$123K 1.14% 26
2025
Q4 		$8.03M Sell
70,563
-1,744
-2% -$192K 1.42% 24
2025
Q3 		$8.28M Sell
72,307
-258
-0.4% -$30.4K 1.47% 25
2025
Q2 		$9M Sell
72,565
-52
-0.1% -$5.4K 1.73% 24
2025
Q1 		$7.17M Buy
72,617
+2,072
+3% +$223K 1.45% 26
2024
Q4 		$7.86M Sell
70,545
-3,329
-5% -$350K 1.59% 24
2024
Q3 		$7.1M Sell
73,874
-1,839
-2% -$169K 1.43% 25
2024
Q2 		$7.52M Sell
75,713
-1,350
-2% -$145K 1.58% 23
2024
Q1 		$9.43M Sell
77,063
-1,096
-1% -$114K 1.98% 21
2023
Q4 		$7.06M Buy
78,159
+3,017
+4% +$266K 1.54% 25
2023
Q3 		$6.09M Sell
75,142
-5,314
-7% -$454K 1.42% 24
2023
Q2 		$7.18M Buy
80,456
+4,375
+6% +$414K 1.57% 23
2023
Q1 		$7.62M Sell
76,081
-73
-0.1% -$7.36K 1.75% 22
2022
Q4 		$6.53M Sell
76,154
-9,769
-11% -$934K 1.52% 24
2022
Q3 		$8.26M Buy
85,923
+2,460
+3% +$263K 1.83% 22
2022
Q2 		$7.88M Sell
83,463
-1,623
-2% -$180K 1.7% 22
2022
Q1 		$11.7M Buy
85,086
+1,973
+2% +$285K 2.3% 18
2021
Q4 		$12.9M Buy
83,113
+4,642
+6% +$750K 2.36% 17
2021
Q3 		$13.3M Buy
78,471
+2,075
+3% +$370K 2.59% 11
2021
Q2 		$13.4M Buy
76,396
+1,449
+2% +$261K 2.73% 11
2021
Q1 		$13.8M Sell
74,947
-51
-0.1% -$9.4K 2.94% 7
2020
Q4 		$13.7M Sell
74,998
-1,712
-2% -$246K 3.11% 7
2020
Q3 		$9.52M Sell
76,710
-12,333
-14% -$1.54M 2.19% 12
2020
Q2 		$9.93M Sell
89,043
-13,927
-14% -$1.54M 1.88% 14
2020
Q1 		$10.2M Buy
102,970
+17,927
+21% +$2.27M 2.21% 12
2019
Q4 		$12.3M Buy
85,043
+2,578
+3% +$360K 2.45% 12
2019
Q3 		$10.7M Sell
82,465
-4,919
-6% -$680K 2.47% 13
2019
Q2 		$12.2M Buy
87,384
+24,491
+39% +$3.25M 2.7% 9
2019
Q1 		$6.99M Buy
62,893
+2,007
+3% +$224K 1.72% 18
2018
Q4 		$6.68M Buy
60,886
+50,365
+479% +$5.73M 1.88% 18
2018
Q3 		$1.23M Sell
10,521
-1,827
-15% -$203K 0.3% 49
2018
Q2 		$1.29M Buy
12,348
+106
+0.9% +$10.8K 0.33% 45
2018
Q1 		$1.23M Sell
12,242
-2,224
-15% -$236K 0.33% 53
2017
Q4 		$1.56M Buy
14,466
+2,943
+26% +$303K 0.44% 43
2017
Q3 		$1.13M Buy
11,523
+227
+2% +$23.4K 0.34% 46
2017
Q2 		$1.2M Sell
11,296
-550
-5% -$60.2K 0.38% 42
2017
Q1 		$1.34M Buy
11,846
+2,037
+21% +$224K 0.47% 36
2016
Q4 		$1.02M Hold
9,809
– – 0.39% 47
2016
Q3 		$911K Buy
9,809
+3
+0% +$287 0.39% 49
2016
Q2 		$962K Sell
9,806
-63,816
-87% -$6.38M 0.4% 44
2016
Q1 		$7.31M Sell
73,622
-7,635
-9% -$737K 3.32% 8
2015
Q4 		$8.6M Sell
81,257
-14,663
-15% -$1.63M 3.25% 7
2015
Q3 		$9.67M Buy
95,920
+94,096
+5,159% +$10.2M 3.65% 5
2015
Q2 		$208K Hold
1,824
– – 0.07% 108
2015
Q1 		$193K Buy
1,824
+14
+0.8% +$1.41K 0.06% 102
2014
Q4 		$171K Sell
1,810
-59
-3% -$5.32K 0.06% 113
2014
Q3 		$166K Buy
1,869
+225
+14% +$19.8K 0.06% 104
2014
Q2 		$141K Hold
1,644
– – 0.06% 111
2014
Q1 		$132K Sell
1,644
-49
-3% -$3.8K 0.06% 115
2013
Q4 		$129K Sell
1,693
-39
-2% -$2.7K 0.06% 108
2013
Q3 		$112K Buy
1,732
+58
+3% +$3.72K 0.07% 92
2013
Q2 		$107K Buy
+1,674
New +$106K 0.07% 85

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Edge Wealth Management reduced its Walt Disney (DIS) stake by 0.42% in Q2 2026, selling an estimated $29.8K and leaving 69,110 shares worth $6.65M. The position accounts for 1.12% of the portfolio, ranked #23.

Edge Wealth Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.8M in Q1 2021. 593 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Edge Wealth Management held 69,110 shares of Walt Disney worth $6.65M as of Q2 2026.
  • Edge Wealth Management sold 292 Walt Disney shares in Q2 2026, an estimated $29.8K.
  • Walt Disney made up 1.12% of Edge Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Edge Wealth Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Walt Disney position peaked at $13.8M in Q1 2021.
  • 593 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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