Proficio Capital 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 | $612K | Sell |
6,362
-5,859
| -48% | -$597K | 0.02% | 291 |
|
|
2026
Q1 | $1.18M | Sell |
12,221
-36
| -0.3% | -$3.81K | 0.06% | 125 |
|
|
2025
Q4 | $1.39M | Sell |
12,257
-111
| -0.9% | -$12.2K | 0.1% | 101 |
|
|
2025
Q3 | $1.42M | Sell |
12,368
-5,550
| -31% | -$654K | 0.1% | 85 |
|
|
2025
Q2 | $2.22M | Buy |
17,918
+880
| +5% | +$91.4K | 0.14% | 94 |
|
|
2025
Q1 | $1.67M | Buy |
17,038
+223
| +1% | +$24K | 0.13% | 90 |
|
|
2024
Q4 | $1.87M | Buy |
16,815
+2,016
| +14% | +$212K | 0.15% | 76 |
|
|
2024
Q3 | $1.42M | Sell |
14,799
-1,826
| -11% | -$168K | 0.14% | 79 |
|
|
2024
Q2 | $1.65M | Sell |
16,625
-315
| -2% | -$33.9K | 0.17% | 75 |
|
|
2024
Q1 | $2.07M | Sell |
16,940
-689
| -4% | -$72K | 0.23% | 69 |
|
|
2023
Q4 | $1.59M | Buy |
17,629
+1,836
| +12% | +$162K | 0.2% | 66 |
|
|
2023
Q3 | $1.28M | Sell |
15,793
-812
| -5% | -$69.3K | 0.17% | 71 |
|
|
2023
Q2 | $1.48M | Sell |
16,605
-1,858
| -10% | -$176K | 0.2% | 65 |
|
|
2023
Q1 | $1.85M | Sell |
18,463
-396
| -2% | -$39.9K | 0.29% | 53 |
|
|
2022
Q4 | $1.58M | Buy |
18,859
+419
| +2% | +$40.1K | 0.3% | 51 |
|
|
2022
Q3 | $1.74M | Sell |
18,440
-818
| -4% | -$87.5K | 0.32% | 50 |
|
|
2022
Q2 | $1.82M | Sell |
19,258
-755
| -4% | -$83.8K | 0.34% | 49 |
|
|
2022
Q1 | $2.75M | Sell |
20,013
-466
| -2% | -$67.4K | 0.41% | 45 |
|
|
2021
Q4 | $3.17M | Buy |
20,479
+1,127
| +6% | +$182K | 0.44% | 48 |
|
|
2021
Q3 | $3.27M | Sell |
19,352
-109
| -0.6% | -$19.4K | 0.43% | 50 |
|
|
2021
Q2 | $3.42M | Sell |
19,461
-72
| -0.4% | -$12.9K | 0.42% | 49 |
|
|
2021
Q1 | $3.6M | Buy |
19,533
+3,681
| +23% | +$679K | 0.47% | 44 |
|
|
2020
Q4 | $2.87M | Sell |
15,852
-225
| -1% | -$32.3K | 0.45% | 41 |
|
|
2020
Q3 | $1.94M | Buy |
16,077
+405
| +3% | +$50.6K | 0.34% | 44 |
|
|
2020
Q2 | $1.75M | Buy |
15,672
+458
| +3% | +$50.6K | 0.36% | 43 |
|
|
2020
Q1 | $1.55M | Buy |
15,214
+1,003
| +7% | +$127K | 0.39% | 46 |
|
|
2019
Q4 | $2.06M | Buy |
14,211
+82
| +0.6% | +$11.4K | 0.59% | 35 |
|
|
2019
Q3 | $1.84M | Sell |
14,129
-836
| -6% | -$116K | 0.69% | 33 |
|
|
2019
Q2 | $2.09M | Buy |
14,965
+605
| +4% | +$80.2K | 0.71% | 31 |
|
|
2019
Q1 | $1.59M | Buy |
14,360
+877
| +7% | +$98K | 0.57% | 38 |
|
|
2018
Q4 | $1.48M | Buy |
13,483
+332
| +3% | +$37.7K | 0.66% | 33 |
|
|
2018
Q3 | $1.54M | Sell |
13,151
-53
| -0.4% | -$5.9K | 0.51% | 35 |
|
|
2018
Q2 | $1.38M | Sell |
13,204
-7
| -0.1% | -$716 | 0.57% | 38 |
|
|
2018
Q1 | $1.33M | Buy |
13,211
+355
| +3% | +$37.7K | 0.39% | 45 |
|
|
2017
Q4 | $1.38M | Sell |
12,856
-226
| -2% | -$23.3K | 0.44% | 39 |
|
|
2017
Q3 | $1.29M | Buy |
13,082
+675
| +5% | +$69.4K | 0.52% | 40 |
|
|
2017
Q2 | $1.35M | Sell |
12,407
-508
| -4% | -$55.6K | 0.56% | 39 |
|
|
2017
Q1 | $1.39M | Buy |
12,915
+1,151
| +10% | +$127K | 0.61% | 44 |
|
|
2016
Q4 | $1.23M | Buy |
11,764
+92
| +0.8% | +$8.97K | 0.52% | 42 |
|
|
2016
Q3 | $1.08M | Sell |
11,672
-4
| -0% | -$383 | 0.63% | 47 |
|
|
2016
Q2 | $1.12M | Buy |
11,676
+452
| +4% | +$45.2K | 0.7% | 42 |
|
|
2016
Q1 | $1.11M | Sell |
11,224
-112
| -1% | -$10.8K | 0.93% | 31 |
|
|
2015
Q4 | $1.19M | Buy |
+11,336
| New | +$1.26M | 1.17% | 24 |
|
Other funds holding DIS
Proficio Capital Partners's DIS Position: Q2 2026 in Review
Proficio Capital Partners reduced its Walt Disney (DIS) stake by 48% in Q2 2026, selling an estimated $597K and leaving 6,362 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #291.
Proficio Capital Partners first reported a position in DIS in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.6M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Proficio Capital Partners held 6,362 shares of Walt Disney worth $612K as of Q2 2026.
- Proficio Capital Partners sold 5,859 Walt Disney shares in Q2 2026, an estimated $597K.
- Walt Disney made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #291 holding.
- Proficio Capital Partners first reported a position in Walt Disney in Q4 2015 and has held it in 43 quarters since.
- Proficio Capital Partners's Walt Disney position peaked at $3.6M in Q1 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.