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Peterson Wealth Services’s Walt Disney DIS Stock Holding History

Peterson Wealth Services’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 		$963 Hold
10
– – ﹤0.01% 241
2026
Q1 		$964 Buy
+10
New +$1.06K ﹤0.01% 210
2025
Q1 		– Sell
-70
Closed -$7.79K – 210
2024
Q4 		$7.79K Hold
70
– – ﹤0.01% 186
2024
Q3 		$6.73K Buy
+70
New +$6.44K ﹤0.01% 191

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

Peterson Wealth Services's DIS Position: Q2 2026 in Review

Peterson Wealth Services held its Walt Disney (DIS) position steady in Q2 2026 at 10 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Peterson Wealth Services first reported a position in DIS in Q3 2024 and has held it in 4 quarters since. The position peaked at $7.79K in Q4 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Peterson Wealth Services held 10 shares of Walt Disney worth $963 as of Q2 2026.
  • Peterson Wealth Services left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #241 holding.
  • Peterson Wealth Services first reported a position in Walt Disney in Q3 2024 and has held it in 4 quarters since.
  • Peterson Wealth Services's Walt Disney position peaked at $7.79K in Q4 2024.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.