Oregon Pacific Wealth Management’s Walt Disney DIS Stock Holding History

Oregon Pacific Wealth 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	$343K	Sell	3,560 -134	-4%	-$13.7K	0.32%	70
2026 Q1	$356K	Sell	3,694 -15	-0.4%	-$1.58K	0.37%	63
2025 Q4	$422K	Sell	3,709 -105	-3%	-$11.6K	0.44%	56
2025 Q3	$437K	Buy	3,814 +47	+1%	+$5.54K	0.38%	64
2025 Q2	$467K	Sell	3,767 -217	-5%	-$22.5K	0.44%	61
2025 Q1	$393K	Buy	3,984 +203	+5%	+$21.8K	0.39%	74
2024 Q4	$421K	Buy	+3,781	New	+$397K	0.41%	66

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Oregon Pacific Wealth Management's DIS Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its Walt Disney (DIS) stake by 3.6% in Q2 2026, selling an estimated $13.7K and leaving 3,560 shares worth $343K. The position accounts for 0.32% of the portfolio, ranked #70.

Oregon Pacific Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Oregon Pacific Wealth Management held 3,560 shares of Walt Disney worth $343K as of Q2 2026.
Oregon Pacific Wealth Management sold 134 Walt Disney shares in Q2 2026, an estimated $13.7K.
Walt Disney made up 0.32% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #70 holding.
Oregon Pacific Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's Walt Disney position peaked at $467K in Q2 2025.
943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.