FD
DIS icon

Financial Designs’s Walt Disney DIS Stock Holding History

Financial Designs’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 		$213K Sell
2,212
-50
-2% -$5.1K 0.11% 40
2026
Q1 		$218K Buy
+2,262
New +$239K 0.12% 37
2025
Q3 		– Sell
-2,309
Closed -$286K – 26
2025
Q2 		$286K Buy
+2,309
New +$240K 0.18% 30
2023
Q4 		– Sell
-5,025
Closed -$407K – 13
2023
Q3 		$407K Buy
+5,025
New +$429K 0.31% 17

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Financial Designs's DIS Position: Q2 2026 in Review

Financial Designs reduced its Walt Disney (DIS) stake by 2.2% in Q2 2026, selling an estimated $5.1K and leaving 2,212 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #40.

Financial Designs first reported a position in DIS in Q3 2023 and has held it in 4 quarters since. The position peaked at $407K in Q3 2023. 1,027 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Financial Designs held 2,212 shares of Walt Disney worth $213K as of Q2 2026.
  • Financial Designs sold 50 Walt Disney shares in Q2 2026, an estimated $5.1K.
  • Walt Disney made up 0.11% of Financial Designs's portfolio in Q2 2026, its #40 holding.
  • Financial Designs first reported a position in Walt Disney in Q3 2023 and has held it in 4 quarters since.
  • Financial Designs's Walt Disney position peaked at $407K in Q3 2023.
  • 1,027 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.