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Olistico Wealth’s Walt Disney DIS Stock Holding History

Olistico 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 		$40.5K Hold
421
– – 0.02% 172
2026
Q1 		$40.6K Hold
421
– – 0.02% 175
2025
Q4 		$47.9K Buy
+421
New +$46.4K 0.02% 163
2025
Q3 		– Sell
-494
Closed -$61.3K – 156
2025
Q2 		$61.3K Sell
494
-2,211
-82% -$230K 0.03% 149
2025
Q1 		$267K Hold
2,705
– – 0.17% 84
2024
Q4 		$301K Buy
2,705
+9
+0.3% +$945 0.18% 80
2024
Q3 		$259K Sell
2,696
-19
-0.7% -$1.75K 0.16% 90
2024
Q2 		$270K Buy
2,715
+873
+47% +$94K 0.17% 91
2024
Q1 		$225K Buy
+1,842
New +$192K 0.16% 99

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

Olistico Wealth's DIS Position: Q2 2026 in Review

Olistico Wealth held its Walt Disney (DIS) position steady in Q2 2026 at 421 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #172.

Olistico Wealth first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $301K in Q4 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Olistico Wealth held 421 shares of Walt Disney worth $40.5K as of Q2 2026.
  • Olistico Wealth left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #172 holding.
  • Olistico Wealth first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Walt Disney position peaked at $301K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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