Howard Financial Services’s Walt Disney DIS Stock Holding History

Howard Financial Services’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	$201K	Buy	+2,091	New	+$213K	0.02%	253
2026 Q1	–	Sell	-1,980	Closed	-$225K	–	230
2025 Q4	$225K	Buy	+1,980	New	+$218K	0.03%	183
2022 Q4	–	Sell	-3,243	Closed	-$306K	–	144
2022 Q3	$306K	Sell	3,243 -31	-0.9%	-$3.32K	0.1%	94
2022 Q2	$309K	Buy	3,274 +1,387	+74%	+$154K	0.1%	86
2022 Q1	$259K	Sell	1,887 -35	-2%	-$5.06K	0.08%	107
2021 Q4	$298K	Buy	1,922 +572	+42%	+$92.4K	0.09%	91
2021 Q3	$228K	Sell	1,350 -191	-12%	-$34K	0.09%	109
2021 Q2	$271K	Buy	1,541 +141	+10%	+$25.4K	0.11%	94
2021 Q1	$258K	Buy	1,400 +39	+3%	+$7.19K	0.12%	100
2020 Q4	$247K	Buy	+1,361	New	+$195K	0.13%	91

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Howard Financial Services's DIS Position: Q2 2026 in Review

Howard Financial Services opened a new position in Walt Disney (DIS) in Q2 2026: 2,091 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in DIS as recently as Q4 2025.

Howard Financial Services first reported a position in DIS in Q4 2020 and has held it in 10 quarters since. The position peaked at $309K in Q2 2022. 1,122 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Howard Financial Services held 2,091 shares of Walt Disney worth $201K as of Q2 2026.
Walt Disney was a new Howard Financial Services position in Q2 2026.
Walt Disney made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #253 holding.
Howard Financial Services first reported a position in Walt Disney in Q4 2020 and has held it in 10 quarters since.
Howard Financial Services's Walt Disney position peaked at $309K in Q2 2022.
1,122 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.