MBL Wealth’s Walt Disney DIS Stock Holding History

MBL 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	$494K	Sell	5,135 -480	-9%	-$48.9K	0.03%	214
2026 Q1	$541K	Sell	5,615 -240	-4%	-$25.4K	0.04%	184
2025 Q4	$666K	Buy	5,855 +3,260	+126%	+$359K	0.05%	161
2025 Q3	$297K	Buy	2,595 +19	+0.7%	+$2.24K	0.03%	204
2025 Q2	$319K	Buy	2,576 +291	+13%	+$30.2K	0.03%	181
2025 Q1	$226K	Buy	+2,285	New	+$246K	0.02%	216
2024 Q2	–	Sell	-2,002	Closed	-$245K	–	214
2024 Q1	$245K	Buy	+2,002	New	+$209K	0.03%	171
2023 Q2	–	Sell	-2,261	Closed	-$226K	–	179
2023 Q1	$226K	Buy	+2,261	New	+$228K	0.04%	142
2022 Q2	–	Sell	-3,977	Closed	-$545K	–	156
2022 Q1	$545K	Buy	+3,977	New	+$575K	0.13%	93
2021 Q1	$687K	Buy	3,723 +1,743	+88%	+$321K	0.24%	66
2020 Q4	$359K	Buy	+1,980	New	+$284K	0.14%	90

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBL Wealth's DIS Position: Q2 2026 in Review

MBL Wealth reduced its Walt Disney (DIS) stake by 8.5% in Q2 2026, selling an estimated $48.9K and leaving 5,135 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #214.

MBL Wealth first reported a position in DIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $687K in Q1 2021. 1,375 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

MBL Wealth held 5,135 shares of Walt Disney worth $494K as of Q2 2026.
MBL Wealth sold 480 Walt Disney shares in Q2 2026, an estimated $48.9K.
Walt Disney made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #214 holding.
MBL Wealth first reported a position in Walt Disney in Q4 2020 and has held it in 11 quarters since.
MBL Wealth's Walt Disney position peaked at $687K in Q1 2021.
1,375 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.