JRPIM
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Journey Retirement Planning & Investment Management’s Walt Disney DIS Stock Holding History

Journey Retirement Planning & Investment 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 		$991K Sell
10,298
-603
-6% -$61.5K 0.77% 28
2026
Q1 		$1.05M Sell
10,901
-31,135
-74% -$3.29M 0.93% 23
2025
Q4 		$4.78M Buy
+42,036
New +$4.63M 0.98% 17

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Journey Retirement Planning & Investment Management's DIS Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Walt Disney (DIS) stake by 5.5% in Q2 2026, selling an estimated $61.5K and leaving 10,298 shares worth $991K. The position accounts for 0.77% of the portfolio, ranked #28.

Journey Retirement Planning & Investment Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.78M in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 10,298 shares of Walt Disney worth $991K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 603 Walt Disney shares in Q2 2026, an estimated $61.5K.
  • Walt Disney made up 0.77% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #28 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Walt Disney position peaked at $4.78M in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.