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Principle Wealth Partners’s Walt Disney DIS Stock Holding History

Principle Wealth Partners’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 		$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 		$2.33K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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. 2,014 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.
  • 2,014 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.