Maia Wealth’s Walt Disney DIS Stock Holding History

Maia Wealth’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	$734K	Sell	7,629 -2,833	-27%	-$289K	0.11%	175
2026 Q1	$1.01M	Sell	10,462 -3,419	-25%	-$361K	0.17%	146
2025 Q4	$1.42M	Sell	13,881 -1,276	-8%	-$141K	0.24%	115
2025 Q3	$1.7M	Sell	15,157 -2,717	-15%	-$320K	0.29%	99
2025 Q2	$2.22M	Sell	17,874 -2,457	-12%	-$255K	0.42%	61
2025 Q1	$1.72M	Buy	20,331 +1,863	+10%	+$200K	0.39%	68
2024 Q4	$2.09M	Buy	18,468 +3,162	+21%	+$332K	0.45%	50
2024 Q3	$1.46M	Buy	15,306 +1,778	+13%	+$164K	0.36%	69
2024 Q2	$1.31M	Buy	+13,528	New	+$1.46M	0.39%	63
2023 Q4	$766K	Buy	+8,488	New	+$748K	0.31%	65

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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Maia Wealth's DIS Position: Q2 2026 in Review

Maia Wealth reduced its Walt Disney (DIS) stake by 27% in Q2 2026, selling an estimated $289K and leaving 7,629 shares worth $734K. The position accounts for 0.11% of the portfolio, ranked #175.

Maia Wealth first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.22M in Q2 2025. 1,076 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Maia Wealth held 7,629 shares of Walt Disney worth $734K as of Q2 2026.
Maia Wealth sold 2,833 Walt Disney shares in Q2 2026, an estimated $289K.
Walt Disney made up 0.11% of Maia Wealth's portfolio in Q2 2026, its #175 holding.
Maia Wealth first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Walt Disney position peaked at $2.22M in Q2 2025.
1,076 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.