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Greenup Street Wealth Management’s Walt Disney DIS Stock Holding History

Greenup Street 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 		– Sell
-17,956
Closed -$1.73M – 147
2026
Q1 		$1.73M Buy
+17,956
New +$1.9M 0.24% 63
2025
Q1 		– Sell
-14,832
Closed -$1.65M – 106
2024
Q4 		$1.65M Buy
+14,832
New +$1.56M 0.33% 51
2024
Q3 		– Sell
-2,473
Closed -$246K – 90
2024
Q2 		$246K Sell
2,473
-39,896
-94% -$4.29M 0.06% 78
2024
Q1 		$5.18M Buy
+42,369
New +$4.43M 1.3% 17
2023
Q4 		– Sell
-11,284
Closed -$915K – 88
2023
Q3 		$915K Buy
11,284
+1,640
+17% +$140K 0.3% 50
2023
Q2 		$861K Buy
9,644
+145
+2% +$13.7K 0.24% 64
2023
Q1 		$951K Buy
9,499
+3,676
+63% +$371K 0.33% 46
2022
Q4 		$506K Buy
5,823
+412
+8% +$39.4K 0.21% 67
2022
Q3 		$510K Buy
+5,411
New +$579K 0.23% 61
2022
Q2 		– Sell
-3,308
Closed -$454K – 84
2022
Q1 		$454K Buy
3,308
+732
+28% +$106K 0.25% 62
2021
Q4 		$399K Buy
+2,576
New +$416K 0.23% 63

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

Greenup Street Wealth Management's DIS Position: Q2 2026 in Review

Greenup Street Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 17,956 shares — an estimated $1.73M sold.

Greenup Street Wealth Management first reported a position in DIS in Q4 2021 and held it in 11 quarters. The position peaked at $5.18M in Q1 2024. 1,455 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Greenup Street Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Greenup Street Wealth Management sold 17,956 Walt Disney shares in Q2 2026, an estimated $1.73M.
  • Greenup Street Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 11 quarters.
  • Greenup Street Wealth Management's Walt Disney position peaked at $5.18M in Q1 2024.
  • 1,455 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.