Ironwood Financial’s Walt Disney DIS Stock Holding History

Ironwood Financial’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	$307K	Hold	3,197	–	–	0.05%	148
2026 Q1	$308K	Hold	3,197	–	–	0.05%	135
2025 Q4	$361K	Hold	3,197	–	–	0.06%	129
2025 Q3	$366K	Hold	3,197	–	–	0.06%	127
2025 Q2	$316K	Hold	3,197	–	–	0.07%	129
2025 Q1	$316K	Sell	3,197 -30	-0.9%	-$3.22K	0.07%	129
2024 Q4	$359K	Hold	3,227	–	–	0.08%	121
2024 Q3	$310K	Sell	3,227 -229	-7%	-$21.1K	0.07%	128
2024 Q2	$343K	Sell	3,456 -1,025	-23%	-$110K	0.08%	121
2024 Q1	$548K	Hold	4,481	–	–	0.13%	103
2023 Q4	$405K	Sell	4,481 -32	-0.7%	-$2.82K	0.1%	112
2023 Q3	$366K	Buy	4,513 +62	+1%	+$5.29K	0.1%	107
2023 Q2	$397K	Sell	4,451 -79	-2%	-$7.48K	0.1%	105
2023 Q1	$454K	Sell	4,530 -15	-0.3%	-$1.51K	0.13%	98
2022 Q4	$395K	Buy	4,545 +15	+0.3%	+$1.44K	0.12%	99
2022 Q3	$427K	Sell	4,530 -1	-0%	-$107	0.14%	80
2022 Q2	$428K	Hold	4,531	–	–	0.14%	82
2022 Q1	$621K	Buy	4,531 +50	+1%	+$7.23K	0.18%	76
2021 Q4	$694K	Hold	4,481	–	–	0.19%	76
2021 Q3	$758K	Buy	4,481 +554	+14%	+$98.7K	0.22%	69
2021 Q2	$690K	Buy	3,927 +1	+0%	+$180	0.21%	71
2021 Q1	$724K	Buy	3,926 +622	+19%	+$115K	0.24%	71
2020 Q4	$599K	Buy	3,304 +2,954	+844%	+$424K	0.22%	69
2020 Q3	$43K	Buy	350 +30	+9%	+$3.75K	0.02%	125
2020 Q2	$36K	Hold	320	–	–	0.02%	124
2020 Q1	$31K	Hold	320	–	–	0.02%	115
2019 Q4	$46K	Hold	320	–	–	0.02%	119
2019 Q3	$42K	Hold	320	–	–	0.02%	130
2019 Q2	$45K	Hold	320	–	–	0.02%	125
2019 Q1	$36K	Hold	320	–	–	0.02%	144
2018 Q4	$35K	Hold	320	–	–	0.02%	131
2018 Q3	$37K	Buy	320 +250	+357%	+$27.8K	0.02%	139
2018 Q2	$7K	Hold	70	–	–	﹤0.01%	206
2018 Q1	$7K	Hold	70	–	–	0.01%	184
2017 Q4	$8K	Hold	70	–	–	﹤0.01%	186
2017 Q3	$7K	Hold	70	–	–	﹤0.01%	194
2017 Q2	$7K	Hold	70	–	–	﹤0.01%	189
2017 Q1	$8K	Hold	70	–	–	0.01%	177
2016 Q4	$7K	Hold	70	–	–	﹤0.01%	180
2016 Q3	$7K	Hold	70	–	–	0.01%	179
2016 Q2	$7K	Hold	70	–	–	0.01%	180
2016 Q1	$7K	Buy	+70	New	+$6.76K	0.01%	183
2015 Q3	$284K	Buy	2,778 +2,534	+1,039%	+$276K	0.14%	59
2015 Q2	$28K	Buy	244 +1	+0.4%	+$110	0.01%	145
2015 Q1	$25K	Buy	243 +223	+1,115%	+$22.5K	0.01%	147
2014 Q4	$2K	Buy	+20	New	+$1.8K	﹤0.01%	250

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ironwood Financial's DIS Position: Q2 2026 in Review

Ironwood Financial held its Walt Disney (DIS) position steady in Q2 2026 at 3,197 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #148.

Ironwood Financial first reported a position in DIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $758K in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Ironwood Financial held 3,197 shares of Walt Disney worth $307K as of Q2 2026.
Ironwood Financial left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #148 holding.
Ironwood Financial first reported a position in Walt Disney in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's Walt Disney position peaked at $758K in Q3 2021.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.