FWM
DIS icon

Foguth Wealth Management’s Walt Disney DIS Stock Holding History

Foguth 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 		$389K Buy
4,035
+566
+16% +$57.7K 0.04% 141
2026
Q1 		$353K Buy
3,469
+303
+10% +$32K 0.04% 144
2025
Q4 		$354K Buy
+3,166
New +$349K 0.05% 122
2025
Q2 		$351K Sell
2,833
-6
-0.2% -$623 0.08% 99
2025
Q1 		$280K Buy
2,839
+119
+4% +$12.8K 0.07% 121
2024
Q4 		$305K Buy
2,720
+198
+8% +$20.8K 0.08% 111
2024
Q3 		$233K Buy
2,522
+13
+0.5% +$1.2K 0.08% 118
2024
Q2 		$249K Buy
2,509
+136
+6% +$14.6K 0.11% 115
2024
Q1 		$290K Buy
+2,373
New +$248K 0.16% 103

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

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

Foguth Wealth Management increased its Walt Disney (DIS) stake by 16% in Q2 2026, buying an estimated $57.7K and bringing the position to 4,035 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #141.

Foguth Wealth Management first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Foguth Wealth Management held 4,035 shares of Walt Disney worth $389K as of Q2 2026.
  • Foguth Wealth Management bought 566 Walt Disney shares in Q2 2026, an estimated $57.7K.
  • Walt Disney made up 0.04% of Foguth Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Foguth Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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