OWCM
DIS icon

One Wealth Capital Management’s Walt Disney DIS Stock Holding History

One Wealth Capital 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 		$1.22M Buy
12,675
+6,487
+105% +$661K 0.34% 45
2026
Q1 		$628K Buy
6,188
+2,401
+63% +$254K 0.27% 45
2025
Q4 		$431K Buy
3,787
+628
+20% +$69.2K 0.18% 73
2025
Q3 		$362K Buy
3,159
+496
+19% +$58.4K 0.16% 77
2025
Q2 		$330K Buy
2,663
+82
+3% +$8.52K 0.16% 80
2025
Q1 		$255K Buy
2,581
+546
+27% +$58.7K 0.14% 87
2024
Q4 		$227K Buy
+2,035
New +$214K 0.11% 95

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

One Wealth Capital Management's DIS Position: Q2 2026 in Review

One Wealth Capital Management increased its Walt Disney (DIS) stake by 105% in Q2 2026, buying an estimated $661K and bringing the position to 12,675 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #45.

One Wealth Capital Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • One Wealth Capital Management held 12,675 shares of Walt Disney worth $1.22M as of Q2 2026.
  • One Wealth Capital Management bought 6,487 Walt Disney shares in Q2 2026, an estimated $661K.
  • Walt Disney made up 0.34% of One Wealth Capital Management's portfolio in Q2 2026, its #45 holding.
  • One Wealth Capital Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.