GWMI
DIS icon

Guardian Wealth Management (Illinois)’s Walt Disney DIS Stock Holding History

Guardian Wealth Management (Illinois)’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 		$1.3M Buy
13,525
+432
+3% +$44K 0.64% 46
2026
Q1 		$1.26M Buy
13,093
+1,007
+8% +$106K 0.69% 44
2025
Q4 		$1.38M Sell
12,086
-613
-5% -$67.5K 0.81% 40
2025
Q3 		$1.45M Buy
12,699
+158
+1% +$18.6K 0.86% 40
2025
Q2 		$1.56M Sell
12,541
-104
-0.8% -$10.8K 1.04% 37
2025
Q1 		$1.25M Buy
12,645
+2,273
+22% +$244K 0.83% 42
2024
Q4 		$1.15M Sell
10,372
-1,377
-12% -$145K 0.79% 42
2024
Q3 		$1.13M Sell
11,749
-236
-2% -$21.7K 0.8% 42
2024
Q2 		$1.19M Buy
11,985
+123
+1% +$13.2K 0.91% 36
2024
Q1 		$1.45M Sell
11,862
-914
-7% -$95.5K 1.12% 32
2023
Q4 		$1.15M Buy
12,776
+1,086
+9% +$95.7K 0.98% 39
2023
Q3 		$947K Sell
11,690
-537
-4% -$45.9K 0.89% 43
2023
Q2 		$1.09M Buy
12,227
+257
+2% +$24.3K 1% 43
2023
Q1 		$1.2M Buy
11,970
+1,840
+18% +$186K 1.15% 35
2022
Q4 		$880K Sell
10,130
-1,382
-12% -$132K 0.87% 45
2022
Q3 		$1.09M Buy
11,512
+230
+2% +$24.6K 1.23% 36
2022
Q2 		$1.06M Buy
11,282
+798
+8% +$88.6K 1.15% 41
2022
Q1 		$1.44M Buy
10,484
+458
+5% +$66.2K 1.43% 29
2021
Q4 		$1.55M Buy
+10,026
New +$1.62M 1.5% 28

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s DIS Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Walt Disney (DIS) stake by 3.3% in Q2 2026, buying an estimated $44K and bringing the position to 13,525 shares worth $1.3M. The position accounts for 0.64% of the portfolio, ranked #46.

Guardian Wealth Management (Illinois) first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 13,525 shares of Walt Disney worth $1.3M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 432 Walt Disney shares in Q2 2026, an estimated $44K.
  • Walt Disney made up 0.64% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #46 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Walt Disney position peaked at $1.56M in Q2 2025.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.