Freestone Capital Holdings’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.84M Buy
39,854
+2,650
+7% +$270K 0.1% 131
2026
Q1
$3.59M Buy
37,204
+155
+0.4% +$16.4K 0.11% 126
2025
Q4
$4.22M Buy
37,049
+968
+3% +$107K 0.12% 117
2025
Q3
$4.13M Buy
36,081
+1,020
+3% +$120K 0.13% 118
2025
Q2
$4.35M Buy
35,061
+3,270
+10% +$340K 0.15% 105
2025
Q1
$3.14M Sell
31,791
-3,635
-10% -$391K 0.12% 126
2024
Q4
$3.94M Hold
35,426
0.14% 102
2024
Q3
$3.41M Buy
35,426
+2,011
+6% +$185K 0.12% 126
2024
Q2
$3.32M Buy
33,415
+2,242
+7% +$241K 0.12% 119
2024
Q1
$3.81M Sell
31,173
-476
-2% -$49.7K 0.14% 112
2023
Q4
$2.86M Buy
31,649
+1,284
+4% +$113K 0.13% 126
2023
Q3
$2.46M Sell
30,365
-12,763
-30% -$1.09M 0.13% 126
2023
Q2
$3.85M Sell
43,128
-5,131
-11% -$486K 0.16% 95
2023
Q1
$4.83M Sell
48,259
-1,907
-4% -$192K 0.21% 76
2022
Q4
$4.36M Sell
50,166
-4,162
-8% -$398K 0.2% 84
2022
Q3
$5.13M Sell
54,328
-14,990
-22% -$1.6M 0.23% 66
2022
Q2
$6.54M Sell
69,318
-15,861
-19% -$1.76M 0.25% 66
2022
Q1
$11.7M Buy
85,179
+20,227
+31% +$2.92M 0.47% 46
2021
Q4
$10.1M Buy
64,952
+2,155
+3% +$348K 0.43% 48
2021
Q3
$10.6M Buy
62,797
+10,654
+20% +$1.9M 0.53% 42
2021
Q2
$9.16M Buy
52,143
+1,637
+3% +$294K 0.46% 51
2021
Q1
$9.32M Buy
50,506
+3,975
+9% +$733K 0.51% 41
2020
Q4
$8.43M Sell
46,531
-2,483
-5% -$356K 0.49% 44
2020
Q3
$6.08M Sell
49,014
-990
-2% -$124K 0.4% 59
2020
Q2
$5.58K Sell
50,004
-13,294
-21% -$1.47M 0.07% 69
2020
Q1
$6.12K Buy
63,298
+31,169
+97% +$3.94M 0.13% 54
2019
Q4
$4.65K Buy
32,129
+10,483
+48% +$1.46M 0.1% 82
2019
Q3
$2.82K Buy
21,646
+5,452
+34% +$754K 0.07% 146
2019
Q2
$2.26K Buy
16,194
+1,504
+10% +$199K 0.06% 147
2019
Q1
$1.63M Buy
14,690
+5,042
+52% +$564K 0.1% 172
2018
Q4
$1.06M Buy
9,648
+5,558
+136% +$632K 0.07% 204
2018
Q3
$478K Buy
+4,090
New +$455K ﹤0.01% 286
2018
Q1
Sell
-1,557
Closed -$1.14M 343
2017
Q4
$1.14M Buy
+1,557
New +$160K 0.08% 205
2016
Q4
Sell
-2,740
Closed -$254K 351
2016
Q3
$254K Buy
+2,740
New +$262K 0.02% 311

Other funds holding DIS

Freestone Capital Holdings's DIS Position: Q2 2026 in Review

Freestone Capital Holdings increased its Walt Disney (DIS) stake by 7.1% in Q2 2026, buying an estimated $270K and bringing the position to 39,854 shares worth $3.84M. The position accounts for 0.1% of the portfolio, ranked #131.

Freestone Capital Holdings first reported a position in DIS in Q3 2016 and has held it in 34 quarters since. The position peaked at $11.7M in Q1 2022. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Freestone Capital Holdings held 39,854 shares of Walt Disney worth $3.84M as of Q2 2026.
  • Freestone Capital Holdings bought 2,650 Walt Disney shares in Q2 2026, an estimated $270K.
  • Walt Disney made up 0.1% of Freestone Capital Holdings's portfolio in Q2 2026, its #131 holding.
  • Freestone Capital Holdings first reported a position in Walt Disney in Q3 2016 and has held it in 34 quarters since.
  • Freestone Capital Holdings's Walt Disney position peaked at $11.7M in Q1 2022.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.