MWP
DIS icon

Meriwether Wealth & Planning’s Walt Disney DIS Stock Holding History

Meriwether Wealth & Planning’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 		$209K Sell
2,170
-30
-1% -$3.06K 0.1% 119
2026
Q1 		$212K Sell
2,200
-439
-17% -$46.4K 0.12% 116
2025
Q4 		$300K Sell
2,639
-70
-3% -$7.71K 0.17% 84
2025
Q3 		$310K Sell
2,709
-46
-2% -$5.42K 0.18% 84
2025
Q2 		$342K Sell
2,755
-456
-14% -$47.4K 0.21% 79
2025
Q1 		$317K Buy
3,211
+19
+0.6% +$2.04K 0.21% 84
2024
Q4 		$355K Buy
+3,192
New +$335K 0.25% 72

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Meriwether Wealth & Planning's DIS Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Walt Disney (DIS) stake by 1.4% in Q2 2026, selling an estimated $3.06K and leaving 2,170 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #119.

Meriwether Wealth & Planning first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q4 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Meriwether Wealth & Planning held 2,170 shares of Walt Disney worth $209K as of Q2 2026.
  • Meriwether Wealth & Planning sold 30 Walt Disney shares in Q2 2026, an estimated $3.06K.
  • Walt Disney made up 0.1% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #119 holding.
  • Meriwether Wealth & Planning first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Walt Disney position peaked at $355K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.