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Omnia Family Wealth’s Walt Disney DIS Stock Holding History

Omnia Family 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 		$1.38M Buy
14,193
+140
+1% +$14.3K 0.37% 26
2026
Q1 		$1.35M Sell
14,053
-816
-5% -$86.2K 0.43% 23
2025
Q4 		$1.7M Buy
14,869
+89
+0.6% +$9.8K 0.5% 25
2025
Q3 		$1.69M Sell
14,780
-42
-0.3% -$4.95K 0.55% 25
2025
Q2 		$1.85M Buy
14,822
+371
+3% +$38.5K 0.67% 21
2025
Q1 		$1.43M Buy
14,451
+466
+3% +$50.1K 0.6% 23
2024
Q4 		$1.56M Sell
13,985
-11
-0.1% -$1.16K 0.65% 21
2024
Q3 		$1.35M Buy
13,996
+531
+4% +$48.9K 0.58% 24
2024
Q2 		$1.34M Sell
13,465
-426
-3% -$45.9K 0.57% 26
2024
Q1 		$1.7M Buy
13,891
+185
+1% +$19.3K 0.8% 19
2023
Q4 		$1.24M Buy
13,706
+263
+2% +$23.2K 0.64% 18
2023
Q3 		$1.09M Buy
13,443
+1,993
+17% +$170K 0.68% 21
2023
Q2 		$1.02M Sell
11,450
-128
-1% -$12.1K 0.69% 20
2023
Q1 		$1.16M Sell
11,578
-184
-2% -$18.6K 0.89% 16
2022
Q4 		$1.02M Buy
11,762
+5
+0% +$478 0.83% 17
2022
Q3 		$1.11M Buy
11,757
+188
+2% +$20.1K 0.91% 16
2022
Q2 		$1.09M Buy
11,569
+5
+0% +$555 0.8% 19
2022
Q1 		$1.59M Buy
11,564
+54
+0.5% +$7.81K 1.05% 16
2021
Q4 		$1.78M Hold
11,510
– – 1.08% 18
2021
Q3 		$1.95M Sell
11,510
-60
-0.5% -$10.7K 1.34% 17
2021
Q2 		$2.03M Sell
11,570
-48
-0.4% -$8.63K 1.3% 16
2021
Q1 		$2.14M Sell
11,618
-2,382
-17% -$439K 1.59% 14
2020
Q4 		$2.54M Buy
14,000
+49
+0.4% +$7.03K 2.31% 10
2020
Q3 		$1.73M Hold
13,951
– – 1.65% 13
2020
Q2 		$1.56M Sell
13,951
-3,927
-22% -$434K 1.53% 12
2020
Q1 		$1.73M Sell
17,878
-199
-1% -$25.2K 1.8% 10
2019
Q4 		$2.63M Sell
18,077
-20
-0.1% -$2.79K 1.21% 19
2019
Q3 		$2.36M Hold
18,097
– – 1.72% 13
2019
Q2 		$2.53M Sell
18,097
-123
-0.7% -$16.3K 1.27% 17
2019
Q1 		$2.02M Buy
18,220
+14,444
+383% +$1.61M 1% 17
2018
Q4 		$417K Buy
3,776
+243
+7% +$27.6K 0.23% 50
2018
Q3 		$413K Hold
3,533
– – 0.19% 50
2018
Q2 		$370K Sell
3,533
-42
-1% -$4.29K 0.17% 52
2018
Q1 		$359K Sell
3,575
-82
-2% -$8.71K 0.16% 52
2017
Q4 		$396K Buy
3,657
+227
+7% +$23.4K 0.18% 51
2017
Q3 		$338K Sell
3,430
-274
-7% -$28.2K 0.16% 51
2017
Q2 		$394K Buy
3,704
+21
+0.6% +$2.3K 0.19% 47
2017
Q1 		$418K Buy
3,683
+41
+1% +$4.51K 0.2% 47
2016
Q4 		$382K Buy
+3,642
New +$355K 0.19% 55

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Omnia Family Wealth's DIS Position: Q2 2026 in Review

Omnia Family Wealth increased its Walt Disney (DIS) stake by 1% in Q2 2026, buying an estimated $14.3K and bringing the position to 14,193 shares worth $1.38M. The position accounts for 0.37% of the portfolio, ranked #26.

Omnia Family Wealth first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.63M in Q4 2019. 1,148 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Omnia Family Wealth held 14,193 shares of Walt Disney worth $1.38M as of Q2 2026.
  • Omnia Family Wealth bought 140 Walt Disney shares in Q2 2026, an estimated $14.3K.
  • Walt Disney made up 0.37% of Omnia Family Wealth's portfolio in Q2 2026, its #26 holding.
  • Omnia Family Wealth first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
  • Omnia Family Wealth's Walt Disney position peaked at $2.63M in Q4 2019.
  • 1,148 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.