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Timothy G. Youngquist 2020 Irrevocable Trust’s Walt Disney DIS Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-632
Closed -$60.9K – 227
2026
Q1 		$60.9K Buy
+632
New +$66.8K 0.03% 202

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's DIS Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 632 shares — an estimated $60.9K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in DIS in Q1 2026 and held it in 1 quarter. The position peaked at $60.9K in Q1 2026. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 632 Walt Disney shares in Q2 2026, an estimated $60.9K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Walt Disney in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Walt Disney position peaked at $60.9K in Q1 2026.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.