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Golden State Equity Partners’s Walt Disney DIS Stock Holding History

Golden State Equity Partners’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 		– Sell
-12,613
Closed -$1.22M – 690
2026
Q1 		$1.22M Buy
12,613
+7,944
+170% +$840K 0.09% 249
2025
Q4 		$531K Sell
4,669
-203
-4% -$22.4K 0.09% 269
2025
Q3 		$558K Sell
4,872
-810
-14% -$95.4K 0.09% 242
2025
Q2 		$705K Buy
5,682
+233
+4% +$24.2K 0.13% 191
2025
Q1 		$538K Sell
5,449
-21
-0.4% -$2.26K 0.11% 233
2024
Q4 		$609K Buy
5,470
+4,459
+441% +$468K 0.12% 199
2024
Q3 		$97.2K Sell
1,011
-5,321
-84% -$490K 0.05% 279
2024
Q2 		$629K Buy
+6,332
New +$682K 0.13% 173
2023
Q4 		$561K Buy
6,208
+542
+10% +$47.8K 0.14% 170
2023
Q3 		$459K Sell
5,666
-87
-2% -$7.43K 0.13% 175
2023
Q2 		$514K Buy
+5,753
New +$545K 0.14% 175
2022
Q1 		$650K Buy
4,736
+165
+4% +$23.9K 0.33% 88
2021
Q4 		$708K Sell
4,571
-1,877
-29% -$303K 0.36% 67
2021
Q3 		$1.09M Buy
6,448
+4,892
+314% +$872K 0.44% 54
2021
Q2 		$273K Buy
1,556
+348
+29% +$62.6K 0.11% 192
2021
Q1 		$223K Sell
1,208
-1,173
-49% -$216K 0.13% 153
2020
Q4 		$431K Buy
+2,381
New +$342K 0.3% 94

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Golden State Equity Partners's DIS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 12,613 shares — an estimated $1.22M sold.

Golden State Equity Partners first reported a position in DIS in Q4 2020 and held it in 17 quarters. The position peaked at $1.22M in Q1 2026. 1,455 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 12,613 Walt Disney shares in Q2 2026, an estimated $1.22M.
  • Golden State Equity Partners first reported a position in Walt Disney in Q4 2020 and held it in 17 quarters.
  • Golden State Equity Partners's Walt Disney position peaked at $1.22M in Q1 2026.
  • 1,455 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.