Greenleaf Trust’s Walt Disney DIS Stock Holding History

Greenleaf Trust’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	$3.22M	Buy	33,454 +247	+0.7%	+$25.2K	0.03%	156
2026 Q1	$3.2M	Sell	33,207 -2,616	-7%	-$276K	0.03%	140
2025 Q4	$4.08M	Sell	35,823 -1,451	-4%	-$160K	0.04%	114
2025 Q3	$4.27M	Sell	37,274 -2,870	-7%	-$338K	0.04%	113
2025 Q2	$4.98M	Sell	40,144 -2,744	-6%	-$285K	0.04%	102
2025 Q1	$4.23M	Buy	42,888 +506	+1%	+$54.4K	0.04%	116
2024 Q4	$4.72M	Buy	42,382 +1,637	+4%	+$172K	0.04%	109
2024 Q3	$3.92M	Sell	40,745 -1,999	-5%	-$184K	0.03%	118
2024 Q2	$4.24M	Sell	42,744 -2,153	-5%	-$232K	0.04%	109
2024 Q1	$5.49M	Buy	44,897 +3,991	+10%	+$417K	0.05%	97
2023 Q4	$3.69M	Buy	40,906 +4,598	+13%	+$405K	0.04%	115
2023 Q3	$2.94M	Buy	36,308 +2,109	+6%	+$180K	0.03%	119
2023 Q2	$3.05M	Sell	34,199 -6,503	-16%	-$616K	0.03%	121
2023 Q1	$4.08M	Buy	40,702 +2,713	+7%	+$274K	0.05%	101
2022 Q4	$3.3M	Sell	37,989 -5,034	-12%	-$481K	0.04%	113
2022 Q3	$4.06M	Buy	43,023 +9,287	+28%	+$994K	0.06%	89
2022 Q2	$3.19M	Sell	33,736 -618	-2%	-$68.6K	0.05%	101
2022 Q1	$4.71M	Buy	34,354 +3,127	+10%	+$452K	0.06%	72
2021 Q4	$4.84M	Sell	31,227 -3,904	-11%	-$631K	0.06%	74
2021 Q3	$5.94M	Sell	35,131 -1,062	-3%	-$189K	0.07%	61
2021 Q2	$6.36M	Buy	36,193 +730	+2%	+$131K	0.08%	56
2021 Q1	$6.54M	Buy	35,463 +4,450	+14%	+$821K	0.09%	55
2020 Q4	$5.62M	Buy	31,013 +319	+1%	+$45.8K	0.07%	55
2020 Q3	$3.81M	Buy	30,694 +1,684	+6%	+$210K	0.06%	69
2020 Q2	$3.23M	Buy	29,010 +2,293	+9%	+$253K	0.06%	76
2020 Q1	$2.58M	Sell	26,717 -7,387	-22%	-$934K	0.05%	74
2019 Q4	$4.93M	Buy	34,104 +717	+2%	+$100K	0.08%	59
2019 Q3	$4.35M	Buy	33,387 +1,326	+4%	+$183K	0.07%	62
2019 Q2	$4.48M	Buy	32,061 +2,222	+7%	+$295K	0.07%	59
2019 Q1	$3.31M	Buy	29,839 +3,382	+13%	+$378K	0.05%	68
2018 Q4	$2.9M	Buy	26,457 +2,490	+10%	+$283K	0.06%	68
2018 Q3	$2.8M	Buy	23,967 +1,249	+5%	+$139K	0.05%	78
2018 Q2	$2.38M	Buy	22,718 +2,826	+14%	+$289K	0.05%	83
2018 Q1	$2M	Buy	19,892 +676	+4%	+$71.8K	0.04%	94
2017 Q4	$2.07M	Buy	19,216 +1,874	+11%	+$193K	0.04%	97
2017 Q3	$1.71M	Buy	17,342 +499	+3%	+$51.3K	0.04%	106
2017 Q2	$1.79M	Buy	16,843 +24	+0.1%	+$2.63K	0.04%	92
2017 Q1	$1.91M	Sell	16,819 -586	-3%	-$64.5K	0.05%	76
2016 Q4	$1.81M	Buy	17,405 +3,252	+23%	+$317K	0.05%	79
2016 Q3	$1.31M	Sell	14,153 -846	-6%	-$81K	0.03%	86
2016 Q2	$1.47M	Sell	14,999 -326	-2%	-$32.6K	0.04%	73
2016 Q1	$1.52M	Sell	15,325 -3,635	-19%	-$351K	0.04%	72
2015 Q4	$1.99M	Buy	18,960 +304	+2%	+$33.9K	0.06%	62
2015 Q3	$1.91M	Sell	18,656 -1,203	-6%	-$131K	0.06%	45
2015 Q2	$2.27M	Buy	19,859 +380	+2%	+$41.7K	0.07%	43
2015 Q1	$2.04M	Buy	19,479 +278	+1%	+$28K	0.06%	45
2014 Q4	$1.81M	Hold	19,201	–	–	0.05%	57
2014 Q3	$1.71M	Buy	19,201 +927	+5%	+$81.8K	0.06%	61
2014 Q2	$1.57M	Hold	18,274	–	–	0.05%	65
2014 Q1	$1.46M	Sell	18,274 -170	-0.9%	-$13.2K	0.05%	63
2013 Q4	$1.41M	Buy	18,444 +144	+0.8%	+$9.97K	0.05%	66
2013 Q3	$1.18M	Sell	18,300 -600	-3%	-$38.5K	0.04%	67
2013 Q2	$1.19M	Buy	+18,900	New	+$1.19M	0.05%	66

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Greenleaf Trust's DIS Position: Q2 2026 in Review

Greenleaf Trust increased its Walt Disney (DIS) stake by 0.74% in Q2 2026, buying an estimated $25.2K and bringing the position to 33,454 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #156.

Greenleaf Trust first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.54M in Q1 2021. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Greenleaf Trust held 33,454 shares of Walt Disney worth $3.22M as of Q2 2026.
Greenleaf Trust bought 247 Walt Disney shares in Q2 2026, an estimated $25.2K.
Walt Disney made up 0.03% of Greenleaf Trust's portfolio in Q2 2026, its #156 holding.
Greenleaf Trust first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
Greenleaf Trust's Walt Disney position peaked at $6.54M in Q1 2021.
1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.