Greenwich Wealth Management’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 | $369K | Hold |
3,830
| – | – | 0.01% | 227 |
|
|
2026
Q1 | $369K | Sell |
3,830
-23
| -0.6% | -$2.43K | 0.02% | 224 |
|
|
2025
Q4 | $438K | Hold |
3,853
| – | – | 0.02% | 202 |
|
|
2025
Q3 | $441K | Hold |
3,853
| – | – | 0.02% | 202 |
|
|
2025
Q2 | $478K | Buy |
3,853
+17
| +0.4% | +$1.77K | 0.02% | 180 |
|
|
2025
Q1 | $379K | Sell |
3,836
-236
| -6% | -$25.4K | 0.03% | 188 |
|
|
2024
Q4 | $453K | Buy |
4,072
+236
| +6% | +$24.8K | 0.03% | 177 |
|
|
2024
Q3 | $369K | Sell |
3,836
-209
| -5% | -$19.2K | 0.03% | 188 |
|
|
2024
Q2 | $402K | Sell |
4,045
-64
| -2% | -$6.89K | 0.03% | 180 |
|
|
2024
Q1 | $503K | Buy |
4,109
+385
| +10% | +$40.2K | 0.04% | 163 |
|
|
2023
Q4 | $336K | Sell |
3,724
-41
| -1% | -$3.62K | 0.03% | 181 |
|
|
2023
Q3 | $305K | Hold |
3,765
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $336K | Hold |
3,765
| – | – | 0.04% | 175 |
|
|
2023
Q1 | $377K | Sell |
3,765
-45
| -1% | -$4.54K | 0.04% | 170 |
|
|
2022
Q4 | $331K | Hold |
3,810
| – | – | 0.04% | 178 |
|
|
2022
Q3 | $359K | Buy |
3,810
+518
| +16% | +$55.4K | 0.04% | 175 |
|
|
2022
Q2 | $311K | Sell |
3,292
-840
| -20% | -$93.2K | 0.04% | 194 |
|
|
2022
Q1 | $567K | Sell |
4,132
-29
| -0.7% | -$4.19K | 0.06% | 152 |
|
|
2021
Q4 | $645K | Buy |
4,161
+315
| +8% | +$50.9K | 0.05% | 145 |
|
|
2021
Q3 | $651K | Buy |
3,846
+1,382
| +56% | +$246K | 0.05% | 141 |
|
|
2021
Q2 | $433K | Buy |
2,464
+1,153
| +88% | +$207K | 0.04% | 156 |
|
|
2021
Q1 | $242K | Sell |
1,311
-416
| -24% | -$76.7K | 0.02% | 181 |
|
|
2020
Q4 | $313K | Sell |
1,727
-159
| -8% | -$22.8K | 0.03% | 152 |
|
|
2020
Q3 | $234K | Sell |
1,886
-235
| -11% | -$29.4K | 0.04% | 168 |
|
|
2020
Q2 | $237K | Buy |
+2,121
| New | +$234K | 0.05% | 158 |
|
|
2017
Q1 | – | Sell |
-3,196
| Closed | -$333K | – | 192 |
|
|
2016
Q4 | $333K | Buy |
3,196
+153
| +5% | +$14.9K | 0.04% | 146 |
|
|
2016
Q3 | $283K | Buy |
3,043
+188
| +7% | +$18K | 0.05% | 160 |
|
|
2016
Q2 | $279K | Buy |
2,855
+259
| +10% | +$25.9K | 0.07% | 157 |
|
|
2016
Q1 | $258K | Buy |
2,596
+45
| +2% | +$4.34K | 0.07% | 159 |
|
|
2015
Q4 | $268K | Buy |
2,551
+300
| +13% | +$33.4K | 0.07% | 126 |
|
|
2015
Q3 | $230K | Buy |
+2,251
| New | +$245K | 0.06% | 147 |
|
Other funds holding DIS
Greenwich Wealth Management's DIS Position: Q2 2026 in Review
Greenwich Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 3,830 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #227.
Greenwich Wealth Management first reported a position in DIS in Q3 2015 and has held it in 31 quarters since. The position peaked at $651K in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Greenwich Wealth Management held 3,830 shares of Walt Disney worth $369K as of Q2 2026.
- Greenwich Wealth Management left its Walt Disney share count unchanged in Q2 2026.
- Walt Disney made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #227 holding.
- Greenwich Wealth Management first reported a position in Walt Disney in Q3 2015 and has held it in 31 quarters since.
- Greenwich Wealth Management's Walt Disney position peaked at $651K in Q3 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.