FG
DIS icon

Foster Group’s Walt Disney DIS Stock Holding History

Foster Group’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 		$805K Buy
8,363
+808
+11% +$82.4K 0.02% 137
2026
Q1 		$728K Buy
7,555
+89
+1% +$9.41K 0.02% 133
2025
Q4 		$849K Sell
7,466
-870
-10% -$95.8K 0.03% 120
2025
Q3 		$955K Buy
8,336
+93
+1% +$11K 0.03% 112
2025
Q2 		$1.02M Buy
8,243
+1,373
+20% +$143K 0.04% 103
2025
Q1 		$678K Buy
6,870
+188
+3% +$20.2K 0.03% 108
2024
Q4 		$744K Sell
6,682
-75
-1% -$7.88K 0.03% 99
2024
Q3 		$650K Sell
6,757
-287
-4% -$26.4K 0.02% 115
2024
Q2 		$699K Sell
7,044
-119
-2% -$12.8K 0.03% 109
2024
Q1 		$876K Buy
7,163
+1,684
+31% +$176K 0.04% 89
2023
Q4 		$444K Hold
5,479
– – 0.03% 111
2023
Q3 		$444K Sell
5,479
-573
-9% -$48.9K 0.03% 111
2023
Q2 		$540K Sell
6,052
-18
-0.3% -$1.71K 0.03% 103
2023
Q1 		$608K Buy
6,070
+114
+2% +$11.5K 0.04% 96
2022
Q4 		$517K Buy
5,956
+228
+4% +$21.8K 0.04% 95
2022
Q3 		$540K Buy
5,728
+227
+4% +$24.3K 0.04% 90
2022
Q2 		$519K Buy
5,501
+481
+10% +$53.4K 0.04% 93
2022
Q1 		$689K Buy
5,020
+2
+0% +$289 0.06% 79
2021
Q4 		$777K Sell
5,018
-285
-5% -$46K 0.07% 71
2021
Q3 		$897K Hold
5,303
– – 0.09% 56
2021
Q2 		$932K Buy
5,303
+133
+3% +$23.9K 0.11% 57
2021
Q1 		$954K Buy
5,170
+50
+1% +$9.22K 0.15% 43
2020
Q4 		$916K Buy
+5,120
New +$735K 0.17% 34

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

Foster Group's DIS Position: Q2 2026 in Review

Foster Group increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $82.4K and bringing the position to 8,363 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #137.

Foster Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q2 2025. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Foster Group held 8,363 shares of Walt Disney worth $805K as of Q2 2026.
  • Foster Group bought 808 Walt Disney shares in Q2 2026, an estimated $82.4K.
  • Walt Disney made up 0.02% of Foster Group's portfolio in Q2 2026, its #137 holding.
  • Foster Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Foster Group's Walt Disney position peaked at $1.02M in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.