GDP
DIS icon

Great Diamond Partners’s Walt Disney DIS Stock Holding History

Great Diamond 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 		$451K Sell
4,684
-187
-4% -$19.1K 0.08% 177
2026
Q1 		$470K Buy
4,871
+47
+1% +$4.97K 0.09% 162
2025
Q4 		$549K Sell
4,824
-675
-12% -$74.3K 0.11% 153
2025
Q3 		$630K Sell
5,499
-63
-1% -$7.42K 0.12% 137
2025
Q2 		$690K Buy
5,562
+78
+1% +$8.1K 0.15% 131
2025
Q1 		$541K Sell
5,484
-621
-10% -$66.7K 0.15% 110
2024
Q4 		$680K Buy
6,105
+98
+2% +$10.3K 0.18% 102
2024
Q3 		$578K Sell
6,007
-3,979
-40% -$366K 0.15% 110
2024
Q2 		$992K Sell
9,986
-2
-0% -$215 0.23% 92
2024
Q1 		$1.22M Sell
9,988
-1,381
-12% -$144K 0.28% 85
2023
Q4 		$1.03M Buy
11,369
+1,003
+10% +$88.4K 0.25% 87
2023
Q3 		$840K Sell
10,366
-625
-6% -$53.4K 0.23% 94
2023
Q2 		$981K Buy
10,991
+483
+5% +$45.8K 0.26% 89
2023
Q1 		$1.05M Buy
10,508
+496
+5% +$50K 0.3% 80
2022
Q4 		$870K Sell
10,012
-489
-5% -$46.8K 0.27% 87
2022
Q3 		$990K Buy
10,501
+727
+7% +$77.8K 0.34% 71
2022
Q2 		$922K Buy
9,774
+472
+5% +$52.4K 0.31% 79
2022
Q1 		$1.27M Buy
9,302
+1,293
+16% +$187K 0.35% 66
2021
Q4 		$1.24M Sell
8,009
-280
-3% -$45.2K 0.32% 68
2021
Q3 		$1.4M Buy
8,289
+1,459
+21% +$260K 0.38% 64
2021
Q2 		$1.2M Buy
6,830
+2
+0% +$360 0.34% 69
2021
Q1 		$1.26M Sell
6,828
-661
-9% -$122K 0.39% 66
2020
Q4 		$1.36M Buy
7,489
+541
+8% +$77.7K 0.43% 56
2020
Q3 		$862K Buy
6,948
+138
+2% +$17.2K 0.32% 63
2020
Q2 		$759K Buy
6,810
+2,511
+58% +$277K 0.31% 63
2020
Q1 		$415K Sell
4,299
-104
-2% -$13.1K 0.21% 75
2019
Q4 		$636K Buy
+4,403
New +$615K 0.24% 70

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Great Diamond Partners's DIS Position: Q2 2026 in Review

Great Diamond Partners reduced its Walt Disney (DIS) stake by 3.8% in Q2 2026, selling an estimated $19.1K and leaving 4,684 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #177.

Great Diamond Partners first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q3 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Great Diamond Partners held 4,684 shares of Walt Disney worth $451K as of Q2 2026.
  • Great Diamond Partners sold 187 Walt Disney shares in Q2 2026, an estimated $19.1K.
  • Walt Disney made up 0.08% of Great Diamond Partners's portfolio in Q2 2026, its #177 holding.
  • Great Diamond Partners first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Walt Disney position peaked at $1.4M in Q3 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.