Grant Private Wealth Management’s Walt Disney DIS Stock Holding History

Grant Private Wealth Management’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	$373K	Sell	3,874 -956	-20%	-$97.5K	0.16%	114
2026 Q1	$465K	Sell	4,830 -424	-8%	-$44.8K	0.25%	85
2025 Q4	$598K	Sell	5,254 -56	-1%	-$6.17K	0.36%	58
2025 Q3	$608K	Buy	+5,310	New	+$625K	0.38%	58
2025 Q2	–	Sell	-5,643	Closed	-$557K	–	88
2025 Q1	$557K	Sell	5,643 -213	-4%	-$22.9K	0.6%	45
2024 Q4	$652K	Buy	+5,856	New	+$615K	0.7%	37

Other funds holding DIS

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Grant Private Wealth Management's DIS Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Walt Disney (DIS) stake by 20% in Q2 2026, selling an estimated $97.5K and leaving 3,874 shares worth $373K. The position accounts for 0.16% of the portfolio, ranked #114.

Grant Private Wealth Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $652K in Q4 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Grant Private Wealth Management held 3,874 shares of Walt Disney worth $373K as of Q2 2026.
Grant Private Wealth Management sold 956 Walt Disney shares in Q2 2026, an estimated $97.5K.
Walt Disney made up 0.16% of Grant Private Wealth Management's portfolio in Q2 2026, its #114 holding.
Grant Private Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Walt Disney position peaked at $652K in Q4 2024.
525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.