PWM
DIS icon

Prentice Wealth Management’s Walt Disney DIS Stock Holding History

Prentice 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 		$617K Sell
6,413
-147
-2% -$15K 0.13% 77
2026
Q1 		$632K Buy
6,560
+46
+0.7% +$4.86K 0.14% 71
2025
Q4 		$741K Buy
6,514
+202
+3% +$22.2K 0.17% 67
2025
Q3 		$723K Sell
6,312
-97
-2% -$11.4K 0.18% 62
2025
Q2 		$795K Sell
6,409
-83
-1% -$8.62K 0.21% 54
2025
Q1 		$641K Buy
6,492
+137
+2% +$14.7K 0.19% 64
2024
Q4 		$708K Buy
6,355
+336
+6% +$35.3K 0.2% 58
2024
Q3 		$579K Buy
6,019
+289
+5% +$26.6K 0.17% 71
2024
Q2 		$569K Sell
5,730
-85
-1% -$9.15K 0.19% 64
2024
Q1 		$712K Buy
5,815
+312
+6% +$32.6K 0.25% 55
2023
Q4 		$497K Buy
5,503
+511
+10% +$45K 0.19% 67
2023
Q3 		$405K Sell
4,992
-380
-7% -$32.5K 0.18% 67
2023
Q2 		$480K Buy
5,372
+1,192
+29% +$113K 0.22% 58
2023
Q1 		$419K Buy
4,180
+132
+3% +$13.3K 0.2% 62
2022
Q4 		$352K Buy
4,048
+99
+3% +$9.47K 0.18% 67
2022
Q3 		$376K Buy
+3,949
New +$423K 0.21% 47
2022
Q2 		– Sell
-3,137
Closed -$436K – 154
2022
Q1 		$436K Buy
3,137
+278
+10% +$40.2K 0.21% 50
2021
Q4 		$437K Buy
2,859
+12
+0.4% +$1.94K 0.2% 52
2021
Q3 		$482K Buy
2,847
+10
+0.4% +$1.78K 0.23% 46
2021
Q2 		$499K Buy
2,837
+696
+33% +$125K 0.26% 40
2021
Q1 		$395K Buy
+2,141
New +$395K 0.22% 45

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Prentice Wealth Management reduced its Walt Disney (DIS) stake by 2.2% in Q2 2026, selling an estimated $15K and leaving 6,413 shares worth $617K. The position accounts for 0.13% of the portfolio, ranked #77.

Prentice Wealth Management first reported a position in DIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $795K in Q2 2025. 622 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Prentice Wealth Management held 6,413 shares of Walt Disney worth $617K as of Q2 2026.
  • Prentice Wealth Management sold 147 Walt Disney shares in Q2 2026, an estimated $15K.
  • Walt Disney made up 0.13% of Prentice Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Prentice Wealth Management first reported a position in Walt Disney in Q1 2021 and has held it in 21 quarters since.
  • Prentice Wealth Management's Walt Disney position peaked at $795K in Q2 2025.
  • 622 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.