Mascoma Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21K | Sell |
218
-17
| -7% | -$1.73K | ﹤0.01% | 259 |
|
|
2026
Q1 | $22.7K | Sell |
235
-9
| -4% | -$951 | ﹤0.01% | 247 |
|
|
2025
Q4 | $27.8K | Sell |
244
-228
| -48% | -$25.1K | 0.01% | 228 |
|
|
2025
Q3 | $54.1K | Buy |
472
+27
| +6% | +$3.18K | 0.01% | 185 |
|
|
2025
Q2 | $55.2K | Sell |
445
-17
| -4% | -$1.77K | 0.01% | 181 |
|
|
2025
Q1 | $45.6K | Buy |
462
+1
| +0.2% | +$107 | 0.01% | 195 |
|
|
2024
Q4 | $51.4K | Buy |
461
+17
| +4% | +$1.79K | 0.01% | 193 |
|
|
2024
Q3 | $42.7K | Buy |
444
+1
| +0.2% | +$92 | 0.01% | 207 |
|
|
2024
Q2 | $44K | Buy |
443
+122
| +38% | +$13.1K | 0.01% | 205 |
|
|
2024
Q1 | $39.3K | Sell |
321
-100
| -24% | -$10.4K | 0.01% | 201 |
|
|
2023
Q4 | $38K | Sell |
421
-223
| -35% | -$19.7K | 0.01% | 211 |
|
|
2023
Q3 | $52.2K | Sell |
644
-91
| -12% | -$7.77K | 0.02% | 189 |
|
|
2023
Q2 | $64.8K | Sell |
735
-121
| -14% | -$11.5K | 0.02% | 168 |
|
|
2023
Q1 | $87.7K | Hold |
856
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $74.4K | Buy |
856
+400
| +88% | +$38.3K | 0.02% | 191 |
|
|
2022
Q3 | $43K | Sell |
456
-13
| -3% | -$1.39K | 0.01% | 243 |
|
|
2022
Q2 | $44K | Sell |
469
-75
| -14% | -$8.32K | 0.02% | 254 |
|
|
2022
Q1 | $75K | Buy |
544
+66
| +14% | +$9.54K | 0.02% | 214 |
|
|
2021
Q4 | $74K | Sell |
478
-1,861
| -80% | -$301K | 0.03% | 185 |
|
|
2021
Q3 | $396K | Hold |
2,339
| – | – | 0.15% | 71 |
|
|
2021
Q2 | $411K | Buy |
2,339
+49
| +2% | +$8.81K | 0.18% | 68 |
|
|
2021
Q1 | $423K | Sell |
2,290
-200
| -8% | -$36.9K | 0.18% | 69 |
|
|
2020
Q4 | $451K | Buy |
+2,490
| New | +$357K | 0.23% | 57 |
|
|
2019
Q3 | $1.16M | Buy |
8,912
+1,176
| +15% | +$163K | 0.73% | 28 |
|
|
2019
Q2 | $1.08M | Buy |
7,736
+200
| +3% | +$26.5K | 0.68% | 25 |
|
|
2019
Q1 | $837K | Buy |
7,536
+1,175
| +18% | +$131K | 0.56% | 29 |
|
|
2018
Q4 | $697K | Buy |
6,361
+1,560
| +32% | +$177K | 0.53% | 28 |
|
|
2018
Q3 | $561K | Buy |
4,801
+2,106
| +78% | +$234K | 0.37% | 35 |
|
|
2018
Q2 | $282K | Buy |
2,695
+755
| +39% | +$77.2K | 0.2% | 56 |
|
|
2018
Q1 | $195K | Hold |
1,940
| – | – | 0.13% | 69 |
|
|
2017
Q4 | $211K | Buy |
1,940
+40
| +2% | +$4.12K | 0.13% | 68 |
|
|
2017
Q3 | $187K | Hold |
1,900
| – | – | 0.12% | 76 |
|
|
2017
Q2 | $202K | Hold |
1,900
| – | – | 0.14% | 72 |
|
|
2017
Q1 | $215K | Hold |
1,900
| – | – | 0.15% | 56 |
|
|
2016
Q4 | $198K | Buy |
+1,900
| New | +$185K | 0.15% | 64 |
|
Other funds holding DIS
Mascoma Wealth Management's DIS Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Walt Disney (DIS) stake by 7.2% in Q2 2026, selling an estimated $1.73K and leaving 218 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #259.
Mascoma Wealth Management first reported a position in DIS in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.16M in Q3 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Mascoma Wealth Management held 218 shares of Walt Disney worth $21K as of Q2 2026.
- Mascoma Wealth Management sold 17 Walt Disney shares in Q2 2026, an estimated $1.73K.
- Walt Disney made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #259 holding.
- Mascoma Wealth Management first reported a position in Walt Disney in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Walt Disney position peaked at $1.16M in Q3 2019.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.