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Onyx Bridge Wealth Group’s Walt Disney DIS Stock Holding History

Onyx Bridge Wealth Group’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 		$699K Buy
7,262
+29
+0.4% +$2.96K 0.06% 193
2026
Q1 		$697K Sell
7,233
-65
-0.9% -$6.87K 0.08% 176
2025
Q4 		$830K Sell
7,298
-109
-1% -$12K 0.09% 157
2025
Q3 		$848K Buy
7,407
+776
+12% +$91.4K 0.09% 156
2025
Q2 		$822K Sell
6,631
-622
-9% -$64.6K 0.11% 131
2025
Q1 		$716K Sell
7,253
-378
-5% -$40.6K 0.1% 127
2024
Q4 		$850K Sell
7,631
-717
-9% -$75.3K 0.12% 113
2024
Q3 		$803K Sell
8,348
-144
-2% -$13.2K 0.12% 122
2024
Q2 		$843K Sell
8,492
-180
-2% -$19.4K 0.14% 107
2024
Q1 		$978K Sell
8,672
-3,575
-29% -$373K 0.17% 96
2023
Q4 		$1.11M Buy
12,247
+463
+4% +$40.8K 0.22% 67
2023
Q3 		$955K Buy
11,784
+430
+4% +$36.7K 0.22% 72
2023
Q2 		$1.01M Buy
11,354
+2,832
+33% +$268K 0.24% 78
2023
Q1 		$853K Buy
8,522
+1,935
+29% +$195K 0.34% 55
2022
Q4 		$619K Buy
6,587
+2,029
+45% +$194K 0.25% 58
2022
Q3 		$426K Sell
4,558
-707
-13% -$75.7K 0.19% 88
2022
Q2 		$541K Sell
5,265
-2,090
-28% -$232K 0.24% 57
2022
Q1 		$847K Sell
7,355
-314
-4% -$45.4K 0.32% 36
2021
Q4 		$1.2M Buy
7,669
+492
+7% +$79.5K 0.41% 29
2021
Q3 		$1.23M Buy
7,177
+1,067
+17% +$190K 0.46% 23
2021
Q2 		$1.1M Buy
6,110
+2,177
+55% +$392K 0.47% 21
2021
Q1 		$726K Buy
3,933
+36
+0.9% +$6.64K 0.36% 33
2020
Q4 		$706K Buy
+3,897
New +$559K 0.46% 27

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Onyx Bridge Wealth Group's DIS Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Walt Disney (DIS) stake by 0.4% in Q2 2026, buying an estimated $2.96K and bringing the position to 7,262 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #193.

Onyx Bridge Wealth Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.23M in Q3 2021. 1,028 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Onyx Bridge Wealth Group held 7,262 shares of Walt Disney worth $699K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 29 Walt Disney shares in Q2 2026, an estimated $2.96K.
  • Walt Disney made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #193 holding.
  • Onyx Bridge Wealth Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Walt Disney position peaked at $1.23M in Q3 2021.
  • 1,028 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.