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Prospera Financial Services’s Walt Disney DIS Stock Holding History

Prospera Financial 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 		$4.59M Sell
47,679
-752
-2% -$76.7K 0.07% 301
2026
Q1 		$4.67M Buy
48,431
+27
+0.1% +$2.85K 0.08% 275
2025
Q4 		$5.51M Buy
48,404
+1,066
+2% +$117K 0.09% 227
2025
Q3 		$5.42M Sell
47,338
-701
-1% -$82.6K 0.09% 235
2025
Q2 		$5.96M Buy
48,039
+447
+0.9% +$46.4K 0.11% 199
2025
Q1 		$4.7M Buy
47,592
+3,047
+7% +$327K 0.11% 209
2024
Q4 		$4.97M Sell
44,545
-1,625
-4% -$171K 0.12% 196
2024
Q3 		$4.44M Buy
46,170
+467
+1% +$43K 0.11% 199
2024
Q2 		$4.54M Sell
45,703
-537
-1% -$57.8K 0.13% 178
2024
Q1 		$5.66M Sell
46,240
-1,037
-2% -$108K 0.17% 128
2023
Q4 		$4.27M Buy
47,277
+1,480
+3% +$130K 0.14% 159
2023
Q3 		$3.71M Buy
45,797
+3,812
+9% +$326K 0.14% 161
2023
Q2 		$3.75M Buy
41,985
+9,108
+28% +$863K 0.14% 164
2023
Q1 		$3.29M Buy
32,877
+1,707
+5% +$172K 0.14% 187
2022
Q4 		$2.71M Sell
31,170
-2,578
-8% -$247K 0.14% 175
2022
Q3 		$3.19M Sell
33,748
-79
-0.2% -$8.46K 0.17% 150
2022
Q2 		$3.19M Sell
33,827
-6,629
-16% -$736K 0.16% 159
2022
Q1 		$5.55M Buy
40,456
+8,184
+25% +$1.18M 0.23% 95
2021
Q4 		$5M Sell
32,272
-8,004
-20% -$1.29M 0.22% 102
2021
Q3 		$6.82M Buy
40,276
+17,654
+78% +$3.15M 0.34% 53
2021
Q2 		$3.98M Buy
22,622
+1,349
+6% +$243K 0.2% 121
2021
Q1 		$3.93M Buy
21,273
+3,069
+17% +$566K 0.23% 99
2020
Q4 		$3.3M Buy
18,204
+17,926
+6,448% +$2.57M 0.23% 98
2020
Q3 		$34K Sell
278
-21,141
-99% -$2.64M 0.01% 744
2020
Q2 		$2.39M Sell
21,419
-1,262
-6% -$139K 0.21% 118
2020
Q1 		$2.19M Buy
22,681
+1,971
+10% +$249K 0.23% 105
2019
Q4 		$3M Buy
20,710
+7,172
+53% +$1M 0.23% 95
2019
Q3 		$1.76M Sell
13,538
-12,083
-47% -$1.67M 0.18% 113
2019
Q2 		$3.62M Buy
25,621
+11,237
+78% +$1.49M 0.41% 41
2019
Q1 		$1.65M Buy
14,384
+6,067
+73% +$678K 0.54% 53
2018
Q4 		$912K Sell
8,317
-2,604
-24% -$296K 0.18% 123
2018
Q3 		$1.19M Sell
10,921
-1,564
-13% -$174K 0.22% 107
2018
Q2 		$1.31M Sell
12,485
-567
-4% -$58K 0.18% 115
2018
Q1 		$1.31M Buy
13,052
+3,626
+38% +$385K 0.18% 116
2017
Q4 		$1.03M Sell
9,426
-2,527
-21% -$260K 0.16% 123
2017
Q3 		$1.19M Buy
11,953
+685
+6% +$70.5K 0.18% 114
2017
Q2 		$1.18M Buy
11,268
+883
+9% +$96.7K 0.19% 111
2017
Q1 		$1.18M Buy
10,385
+570
+6% +$62.8K 0.21% 96
2016
Q4 		$1.04M Buy
9,815
+1,264
+15% +$123K 0.2% 98
2016
Q3 		$794K Buy
8,551
+1,378
+19% +$132K 0.16% 119
2016
Q2 		$702K Sell
7,173
-2,103
-23% -$210K 0.15% 126
2016
Q1 		$945K Sell
9,276
-3,192
-26% -$308K 0.21% 84
2015
Q4 		$1.31M Buy
12,468
+2,549
+26% +$284K 0.29% 53
2015
Q3 		$876K Buy
9,919
+3,252
+49% +$354K 0.22% 68
2015
Q2 		$607K Buy
6,667
+1,358
+26% +$149K 0.14% 111
2015
Q1 		$431K Buy
5,309
+1,101
+26% +$111K 0.1% 157
2014
Q4 		$396K Sell
4,208
-268
-6% -$24.2K 0.1% 164
2014
Q3 		$292K Buy
4,476
+1,233
+38% +$109K 0.08% 206
2014
Q2 		$278K Buy
+3,243
New +$265K 0.08% 201
2014
Q1 		– Sell
-3,103
Closed -$237K – 261
2013
Q4 		$237K Buy
+3,103
New +$215K 0.08% 201

Other funds holding DIS

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
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

Prospera Financial Services's DIS Position: Q2 2026 in Review

Prospera Financial Services reduced its Walt Disney (DIS) stake by 1.6% in Q2 2026, selling an estimated $76.7K and leaving 47,679 shares worth $4.59M. The position accounts for 0.07% of the portfolio, ranked #301.

Prospera Financial Services first reported a position in DIS in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.82M in Q3 2021. 708 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Prospera Financial Services held 47,679 shares of Walt Disney worth $4.59M as of Q2 2026.
  • Prospera Financial Services sold 752 Walt Disney shares in Q2 2026, an estimated $76.7K.
  • Walt Disney made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #301 holding.
  • Prospera Financial Services first reported a position in Walt Disney in Q4 2013 and has held it in 50 quarters since.
  • Prospera Financial Services's Walt Disney position peaked at $6.82M in Q3 2021.
  • 708 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.