PWM
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Partners Wealth Management’s Walt Disney DIS Stock Holding History

Partners 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 		$210K Sell
2,181
-65
-3% -$6.63K 0.21% 101
2026
Q1 		$216K Sell
2,246
-100
-4% -$10.6K 0.22% 100
2025
Q4 		$267K Sell
2,346
-300
-11% -$33K 0.28% 87
2025
Q3 		$303K Hold
2,646
– – 0.3% 91
2025
Q2 		$258K Hold
2,646
– – 0.29% 91
2025
Q1 		$261K Hold
2,646
– – 0.3% 92
2024
Q4 		$295K Buy
+2,646
New +$278K 0.34% 80

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

Partners Wealth Management's DIS Position: Q2 2026 in Review

Partners Wealth Management reduced its Walt Disney (DIS) stake by 2.9% in Q2 2026, selling an estimated $6.63K and leaving 2,181 shares worth $210K. The position accounts for 0.21% of the portfolio, ranked #101.

Partners Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $303K in Q3 2025. 844 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Partners Wealth Management held 2,181 shares of Walt Disney worth $210K as of Q2 2026.
  • Partners Wealth Management sold 65 Walt Disney shares in Q2 2026, an estimated $6.63K.
  • Walt Disney made up 0.21% of Partners Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Partners Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's Walt Disney position peaked at $303K in Q3 2025.
  • 844 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.