Meritas Wealth Management’s Walt Disney DIS Stock Holding History

Meritas Wealth Management’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	$487K	Buy	5,060 +300	+6%	+$30.6K	0.19%	40
2026 Q1	$459K	Hold	4,760	–	–	0.21%	37
2025 Q4	$542K	Sell	4,760 -90	-2%	-$9.91K	0.26%	34
2025 Q3	$555K	Sell	4,850 -100	-2%	-$11.8K	0.28%	36
2025 Q2	$614K	Sell	4,950 -60	-1%	-$6.23K	0.34%	32
2025 Q1	$494K	Sell	5,010 -42	-0.8%	-$4.51K	0.29%	33
2024 Q4	$563K	Hold	5,052	–	–	0.34%	30
2024 Q3	$486K	Hold	5,052	–	–	0.3%	32
2024 Q2	$502K	Hold	5,052	–	–	0.35%	29
2024 Q1	$618K	Hold	5,052	–	–	0.43%	28
2023 Q4	$456K	Buy	5,052 +42	+0.8%	+$3.7K	0.34%	30
2023 Q3	$406K	Sell	5,010 -50	-1%	-$4.27K	0.31%	29
2023 Q2	$452K	Buy	5,060 +50	+1%	+$4.74K	0.34%	29
2023 Q1	$502K	Buy	5,010 +100	+2%	+$10.1K	0.39%	25
2022 Q4	$427K	Buy	+4,910	New	+$470K	0.35%	30

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

Meritas Wealth Management's DIS Position: Q2 2026 in Review

Meritas Wealth Management increased its Walt Disney (DIS) stake by 6.3% in Q2 2026, buying an estimated $30.6K and bringing the position to 5,060 shares worth $487K. The position accounts for 0.19% of the portfolio, ranked #40.

Meritas Wealth Management first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $618K in Q1 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Meritas Wealth Management held 5,060 shares of Walt Disney worth $487K as of Q2 2026.
Meritas Wealth Management bought 300 Walt Disney shares in Q2 2026, an estimated $30.6K.
Walt Disney made up 0.19% of Meritas Wealth Management's portfolio in Q2 2026, its #40 holding.
Meritas Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Walt Disney position peaked at $618K in Q1 2024.
1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.