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LifeSteps Financial’s Walt Disney DIS Stock Holding History

LifeSteps 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 		$265K Sell
2,750
-6
-0.2% -$612 0.12% 85
2026
Q1 		$266K Sell
2,756
-567
-17% -$59.9K 0.17% 77
2025
Q4 		$378K Sell
3,323
-577
-15% -$63.5K 0.24% 63
2025
Q3 		$447K Sell
3,900
-142
-4% -$16.7K 0.29% 56
2025
Q2 		$501K Buy
4,042
+207
+5% +$21.5K 0.34% 48
2025
Q1 		$378K Sell
3,835
-192
-5% -$20.6K 0.31% 55
2024
Q4 		$448K Sell
4,027
-372
-8% -$39.1K 0.34% 51
2024
Q3 		$423K Sell
4,399
-374
-8% -$34.4K 0.33% 51
2024
Q2 		$474K Sell
4,773
-1
-0% -$108 0.39% 49
2024
Q1 		$584K Buy
4,774
+108
+2% +$11.3K 0.44% 42
2023
Q4 		$421K Buy
4,666
+306
+7% +$27K 0.37% 49
2023
Q3 		$353K Sell
4,360
-269
-6% -$23K 0.36% 48
2023
Q2 		$413K Hold
4,629
– – 0.41% 46
2023
Q1 		$464K Sell
4,629
-386
-8% -$38.9K 0.49% 42
2022
Q4 		$436K Sell
5,015
-68
-1% -$6.5K 0.45% 43
2022
Q3 		$480K Buy
5,083
+67
+1% +$7.17K 0.54% 39
2022
Q2 		$474K Sell
5,016
-652
-12% -$72.4K 0.49% 38
2022
Q1 		$777K Sell
5,668
-1,668
-23% -$241K 0.57% 37
2021
Q4 		$1.14M Buy
7,336
+295
+4% +$47.6K 0.8% 26
2021
Q3 		$1.19M Sell
7,041
-9
-0.1% -$1.6K 0.91% 26
2021
Q2 		$1.24M Buy
7,050
+722
+11% +$130K 0.95% 24
2021
Q1 		$1.17M Buy
6,328
+325
+5% +$59.9K 0.98% 22
2020
Q4 		$1.09M Buy
6,003
+223
+4% +$32K 1% 20
2020
Q3 		$717K Sell
5,780
-250
-4% -$31.2K 0.76% 26
2020
Q2 		$672K Buy
6,030
+250
+4% +$27.6K 0.78% 26
2020
Q1 		$558K Buy
5,780
+150
+3% +$19K 0.64% 35
2019
Q4 		$814K Buy
+5,630
New +$786K 0.77% 28

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
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
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

LifeSteps Financial's DIS Position: Q2 2026 in Review

LifeSteps Financial reduced its Walt Disney (DIS) stake by 0.22% in Q2 2026, selling an estimated $612 and leaving 2,750 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #85.

LifeSteps Financial first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q2 2021. 1,228 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LifeSteps Financial held 2,750 shares of Walt Disney worth $265K as of Q2 2026.
  • LifeSteps Financial sold 6 Walt Disney shares in Q2 2026, an estimated $612.
  • Walt Disney made up 0.12% of LifeSteps Financial's portfolio in Q2 2026, its #85 holding.
  • LifeSteps Financial first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Walt Disney position peaked at $1.24M in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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