QFW
DIS icon

QTR Family Wealth’s Walt Disney DIS Stock Holding History

QTR Family Wealth’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 		$279K Sell
2,902
-117
-4% -$11.9K 0.1% 235
2026
Q1 		$310K Sell
3,019
-671
-18% -$70.9K 0.13% 189
2025
Q4 		$406K Buy
3,690
+829
+29% +$91.3K 0.18% 129
2025
Q3 		$328K Sell
2,861
-63
-2% -$7.42K 0.16% 149
2025
Q2 		$363K Buy
+2,924
New +$304K 0.22% 101

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

QTR Family Wealth's DIS Position: Q2 2026 in Review

QTR Family Wealth reduced its Walt Disney (DIS) stake by 3.9% in Q2 2026, selling an estimated $11.9K and leaving 2,902 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #235.

QTR Family Wealth first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 1,396 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • QTR Family Wealth held 2,902 shares of Walt Disney worth $279K as of Q2 2026.
  • QTR Family Wealth sold 117 Walt Disney shares in Q2 2026, an estimated $11.9K.
  • Walt Disney made up 0.1% of QTR Family Wealth's portfolio in Q2 2026, its #235 holding.
  • QTR Family Wealth first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's Walt Disney position peaked at $406K in Q4 2025.
  • 1,396 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.