Foundation Wealth Management (Missouri)’s Walt Disney DIS Stock Holding History

Foundation Wealth Management (Missouri)’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	$478K	Hold	4,970	–	–	0.28%	33
2026 Q1	$479K	Buy	4,970 +7	+0.1%	+$740	0.32%	30
2025 Q4	$565K	Sell	4,963 -2	-0%	-$220	0.37%	31
2025 Q3	$568K	Sell	4,965 -876	-15%	-$103K	0.36%	29
2025 Q2	$724K	Sell	5,841 -150	-3%	-$15.6K	0.5%	23
2025 Q1	$591K	Buy	5,991 +1,644	+38%	+$177K	0.46%	24
2024 Q4	$484K	Buy	+4,347	New	+$457K	0.38%	25
2023 Q1	–	Sell	-2,340	Closed	-$203K	–	38
2022 Q4	$203K	Buy	+2,340	New	+$224K	0.21%	38

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s DIS Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) held its Walt Disney (DIS) position steady in Q2 2026 at 4,970 shares worth $478K. The position accounts for 0.28% of the portfolio, ranked #33.

Foundation Wealth Management (Missouri) first reported a position in DIS in Q4 2022 and has held it in 8 quarters since. The position peaked at $724K in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Foundation Wealth Management (Missouri) held 4,970 shares of Walt Disney worth $478K as of Q2 2026.
Foundation Wealth Management (Missouri) left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.28% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #33 holding.
Foundation Wealth Management (Missouri) first reported a position in Walt Disney in Q4 2022 and has held it in 8 quarters since.
Foundation Wealth Management (Missouri)'s Walt Disney position peaked at $724K in Q2 2025.
1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.