Gradient Investments’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 | $662K | Buy |
6,882
+52
| +0.8% | +$5.3K | 0.01% | 353 |
|
|
2026
Q1 | $658K | Sell |
6,830
-295
| -4% | -$31.2K | 0.01% | 330 |
|
|
2025
Q4 | $811K | Sell |
7,125
-107,232
| -94% | -$11.8M | 0.01% | 254 |
|
|
2025
Q3 | $13.1M | Buy |
114,357
+108,632
| +1,898% | +$12.8M | 0.22% | 131 |
|
|
2025
Q2 | $710K | Buy |
5,725
+203
| +4% | +$21.1K | 0.01% | 262 |
|
|
2025
Q1 | $545K | Buy |
5,522
+1,808
| +49% | +$194K | 0.01% | 234 |
|
|
2024
Q4 | $414K | Sell |
3,714
-236
| -6% | -$24.8K | 0.01% | 246 |
|
|
2024
Q3 | $380K | Sell |
3,950
-651
| -14% | -$59.9K | 0.01% | 247 |
|
|
2024
Q2 | $457K | Buy |
4,601
+717
| +18% | +$77.2K | 0.01% | 249 |
|
|
2024
Q1 | $475K | Sell |
3,884
-4,849
| -56% | -$507K | 0.01% | 230 |
|
|
2023
Q4 | $789K | Sell |
8,733
-193
| -2% | -$17K | 0.02% | 201 |
|
|
2023
Q3 | $723K | Buy |
8,926
+240
| +3% | +$20.5K | 0.02% | 192 |
|
|
2023
Q2 | $776K | Buy |
8,686
+129
| +2% | +$12.2K | 0.02% | 189 |
|
|
2023
Q1 | $857K | Sell |
8,557
-227
| -3% | -$22.9K | 0.02% | 182 |
|
|
2022
Q4 | $763K | Sell |
8,784
-128
| -1% | -$12.2K | 0.02% | 198 |
|
|
2022
Q3 | $841K | Sell |
8,912
-180
| -2% | -$19.3K | 0.03% | 188 |
|
|
2022
Q2 | $858K | Buy |
9,092
+325
| +4% | +$36.1K | 0.03% | 186 |
|
|
2022
Q1 | $1.2M | Sell |
8,767
-92
| -1% | -$13.3K | 0.03% | 172 |
|
|
2021
Q4 | $1.37M | Buy |
8,859
+436
| +5% | +$70.4K | 0.03% | 164 |
|
|
2021
Q3 | $1.43M | Buy |
8,423
+384
| +5% | +$68.4K | 0.04% | 167 |
|
|
2021
Q2 | $1.41M | Buy |
8,039
+512
| +7% | +$92.1K | 0.04% | 168 |
|
|
2021
Q1 | $1.39M | Sell |
7,527
-67
| -0.9% | -$12.4K | 0.05% | 173 |
|
|
2020
Q4 | $942K | Hold |
7,594
| – | – | 0.04% | 159 |
|
|
2020
Q3 | $942K | Buy |
7,594
+700
| +10% | +$87.5K | 0.04% | 161 |
|
|
2020
Q2 | $769K | Buy |
6,894
+297
| +5% | +$32.8K | 0.04% | 168 |
|
|
2020
Q1 | $637K | Sell |
6,597
-11,360
| -63% | -$1.44M | 0.03% | 188 |
|
|
2019
Q4 | $2.6M | Buy |
17,957
+1,171
| +7% | +$163K | 0.12% | 118 |
|
|
2019
Q3 | $2.19M | Buy |
16,786
+2,921
| +21% | +$404K | 0.11% | 124 |
|
|
2019
Q2 | $1.94M | Buy |
13,865
+6,252
| +82% | +$829K | 0.1% | 120 |
|
|
2019
Q1 | $845K | Buy |
7,613
+1,823
| +31% | +$204K | 0.05% | 148 |
|
|
2018
Q4 | $635K | Buy |
5,790
+533
| +10% | +$60.6K | 0.04% | 167 |
|
|
2018
Q3 | $615K | Buy |
5,257
+297
| +6% | +$33.1K | 0.03% | 182 |
|
|
2018
Q2 | $520K | Sell |
4,960
-44
| -0.9% | -$4.5K | 0.03% | 189 |
|
|
2018
Q1 | $503K | Buy |
5,004
+220
| +5% | +$23.4K | 0.03% | 187 |
|
|
2017
Q4 | $514K | Buy |
4,784
+34
| +0.7% | +$3.5K | 0.03% | 178 |
|
|
2017
Q3 | $468K | Buy |
4,750
+79
| +2% | +$8.13K | 0.03% | 163 |
|
|
2017
Q2 | $496K | Buy |
4,671
+35
| +0.8% | +$3.83K | 0.03% | 159 |
|
|
2017
Q1 | $526K | Buy |
4,636
+112
| +2% | +$12.3K | 0.04% | 126 |
|
|
2016
Q4 | $472K | Buy |
4,524
+181
| +4% | +$17.6K | 0.04% | 129 |
|
|
2016
Q3 | $403K | Sell |
4,343
-153
| -3% | -$14.7K | 0.04% | 133 |
|
|
2016
Q2 | $440K | Buy |
4,496
+125
| +3% | +$12.5K | 0.05% | 123 |
|
|
2016
Q1 | $434K | Buy |
4,371
+85
| +2% | +$8.21K | 0.05% | 111 |
|
|
2015
Q4 | $450K | Sell |
4,286
-4,530
| -51% | -$505K | 0.06% | 127 |
|
|
2015
Q3 | $901K | Buy |
8,816
+110
| +1% | +$12K | 0.13% | 104 |
|
|
2015
Q2 | $994K | Sell |
8,706
-538
| -6% | -$59.1K | 0.14% | 109 |
|
|
2015
Q1 | $970K | Buy |
9,244
+544
| +6% | +$54.9K | 0.15% | 108 |
|
|
2014
Q4 | $819K | Hold |
8,700
| – | – | 0.13% | 107 |
|
|
2014
Q3 | $775K | Buy |
8,700
+4,592
| +112% | +$405K | 0.14% | 107 |
|
|
2014
Q2 | $352K | Buy |
4,108
+3,357
| +447% | +$274K | 0.07% | 143 |
|
|
2014
Q1 | $60K | Buy |
751
+224
| +43% | +$17.4K | 0.01% | 190 |
|
|
2013
Q4 | $40K | Buy |
527
+100
| +23% | +$6.93K | 0.01% | 241 |
|
|
2013
Q3 | $28K | Sell |
427
-93
| -18% | -$5.96K | 0.01% | 206 |
|
|
2013
Q2 | $33K | Buy |
+520
| New | +$32.9K | 0.01% | 199 |
|
Other funds holding DIS
Gradient Investments's DIS Position: Q2 2026 in Review
Gradient Investments increased its Walt Disney (DIS) stake by 0.76% in Q2 2026, buying an estimated $5.3K and bringing the position to 6,882 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #353.
Gradient Investments first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.1M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Gradient Investments held 6,882 shares of Walt Disney worth $662K as of Q2 2026.
- Gradient Investments bought 52 Walt Disney shares in Q2 2026, an estimated $5.3K.
- Walt Disney made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #353 holding.
- Gradient Investments first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
- Gradient Investments's Walt Disney position peaked at $13.1M in Q3 2025.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.