Principle Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.2M | Sell |
22,866
-414
| -2% | -$42.2K | 0.11% | 133 |
|
|
2026
Q1 | $2.24M | Sell |
23,280
-343
| -1% | -$36.3K | 0.13% | 119 |
|
|
2025
Q4 | $2.69M | Sell |
23,623
-386
| -2% | -$42.5K | 0.15% | 114 |
|
|
2025
Q3 | $2.75M | Sell |
24,009
-483
| -2% | -$56.9K | 0.16% | 107 |
|
|
2025
Q2 | $3.04M | Sell |
24,492
-419
| -2% | -$43.5K | 0.19% | 99 |
|
|
2025
Q1 | $2.46M | Sell |
24,911
-1,465
| -6% | -$157K | 0.18% | 111 |
|
|
2024
Q4 | $2.94M | Sell |
26,376
-568
| -2% | -$59.7K | 0.21% | 103 |
|
|
2024
Q3 | $2.59M | Sell |
26,944
-692
| -3% | -$63.7K | 0.18% | 110 |
|
|
2024
Q2 | $2.74M | Sell |
27,636
-125
| -0.5% | -$13.5K | 0.21% | 104 |
|
|
2024
Q1 | $3.4M | Buy |
27,761
+1,868
| +7% | +$195K | 0.27% | 89 |
|
|
2023
Q4 | $2.34M | Buy |
25,893
+2,410
| +10% | +$212K | 0.2% | 110 |
|
|
2023
Q3 | $1.9M | Sell |
23,483
-484
| -2% | -$41.3K | 0.19% | 108 |
|
|
2023
Q2 | $2.14M | Sell |
23,967
-338
| -1% | -$32K | 0.22% | 98 |
|
|
2023
Q1 | $2.43M | Sell |
24,305
-66
| -0.3% | -$6.65K | 0.26% | 90 |
|
|
2022
Q4 | $2.12M | Sell |
24,371
-317
| -1% | -$30.3K | 0.24% | 91 |
|
|
2022
Q3 | $2.33M | Buy |
24,688
+3,302
| +15% | +$353K | 0.22% | 84 |
|
|
2022
Q2 | $2.02M | Sell |
21,386
-75
| -0.3% | -$8.32K | 0.24% | 91 |
|
|
2022
Q1 | $2.94M | Buy |
21,461
+663
| +3% | +$95.8K | 0.31% | 74 |
|
|
2021
Q4 | $3.22M | Buy |
20,798
+394
| +2% | +$63.6K | 0.34% | 64 |
|
|
2021
Q3 | $3.45M | Buy |
20,404
+111
| +0.5% | +$19.8K | 0.4% | 57 |
|
|
2021
Q2 | $3.57M | Buy |
20,293
+207
| +1% | +$37.2K | 0.41% | 57 |
|
|
2021
Q1 | $3.71M | Buy |
20,086
+2,021
| +11% | +$373K | 0.43% | 52 |
|
|
2020
Q4 | $3.27M | Buy |
18,065
+5,331
| +42% | +$765K | 0.43% | 49 |
|
|
2020
Q3 | $1.58M | Sell |
12,734
-62
| -0.5% | -$7.75K | 0.44% | 38 |
|
|
2020
Q2 | $1.43M | Buy |
12,796
+31
| +0.2% | +$3.42K | 0.42% | 39 |
|
|
2020
Q1 | $1.23M | Sell |
12,765
-285
| -2% | -$36K | 0.46% | 40 |
|
|
2019
Q4 | $1.89M | Buy |
13,050
+740
| +6% | +$103K | 0.6% | 40 |
|
|
2019
Q3 | $1.6M | Buy |
12,310
+500
| +4% | +$69.1K | 0.55% | 40 |
|
|
2019
Q2 | $1.65M | Buy |
11,810
+1,098
| +10% | +$146K | 0.85% | 32 |
|
|
2019
Q1 | $1.19M | Buy |
10,712
+2,313
| +28% | +$259K | 0.68% | 36 |
|
|
2018
Q4 | $921K | Buy |
+8,399
| New | +$955K | 0.77% | 36 |
|
Other funds holding DIS
Principle Wealth Partners's DIS Position: Q2 2026 in Review
Principle Wealth Partners reduced its Walt Disney (DIS) stake by 1.8% in Q2 2026, selling an estimated $42.2K and leaving 22,866 shares worth $2.2M. The position accounts for 0.11% of the portfolio, ranked #133.
Principle Wealth Partners first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.71M in Q1 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Principle Wealth Partners held 22,866 shares of Walt Disney worth $2.2M as of Q2 2026.
- Principle Wealth Partners sold 414 Walt Disney shares in Q2 2026, an estimated $42.2K.
- Walt Disney made up 0.11% of Principle Wealth Partners's portfolio in Q2 2026, its #133 holding.
- Principle Wealth Partners first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's Walt Disney position peaked at $3.71M in Q1 2021.
- 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.