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RBA Wealth Management’s Walt Disney DIS Stock Holding History

RBA Wealth Management’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 		– Sell
-2,735
Closed -$264K – 85
2026
Q1 		$264K Sell
2,735
-118
-4% -$12.5K 0.09% 86
2025
Q4 		$325K Sell
2,853
-18
-0.6% -$1.98K 0.11% 77
2025
Q3 		$329K Sell
2,871
-360
-11% -$42.4K 0.11% 76
2025
Q2 		$401K Sell
3,231
-188
-5% -$19.5K 0.15% 71
2025
Q1 		$337K Sell
3,419
-90
-3% -$9.67K 0.13% 74
2024
Q4 		$391K Sell
3,509
-237
-6% -$24.9K 0.15% 67
2024
Q3 		$360K Buy
3,746
+81
+2% +$7.45K 0.14% 70
2024
Q2 		$364K Sell
3,665
-90
-2% -$9.69K 0.15% 69
2024
Q1 		$459K Buy
3,755
+1
+0% +$104 0.19% 64
2023
Q4 		$339K Sell
3,754
-181
-5% -$16K 0.15% 67
2023
Q3 		$319K Buy
3,935
+90
+2% +$7.69K 0.15% 69
2023
Q2 		$343K Hold
3,845
– – 0.16% 67
2023
Q1 		$385K Sell
3,845
-10
-0.3% -$1.01K 0.19% 67
2022
Q4 		$335K Sell
3,855
-11
-0.3% -$1.05K 0.18% 71
2022
Q3 		$365K Sell
3,866
-19
-0.5% -$2.03K 0.21% 65
2022
Q2 		$367K Buy
3,885
+317
+9% +$35.2K 0.2% 67
2022
Q1 		$489K Buy
3,568
+2
+0.1% +$289 0.24% 66
2021
Q4 		$552K Buy
+3,566
New +$576K 0.26% 70
2021
Q2 		– Sell
-3,785
Closed -$698K – 92
2021
Q1 		$698K Sell
3,785
-181
-5% -$33.4K 0.59% 44
2020
Q4 		$719K Sell
3,966
-18
-0.5% -$2.58K 0.43% 63
2020
Q3 		$494K Sell
3,984
-15,845
-80% -$1.98M 0.33% 75
2020
Q2 		$2.21M Sell
19,829
-171
-0.9% -$18.9K 1.61% 22
2020
Q1 		$1.93M Sell
20,000
-1,143
-5% -$145K 1.67% 24
2019
Q4 		$3.05M Sell
21,143
-165
-0.8% -$23K 2.08% 17
2019
Q3 		$2.78M Sell
21,308
-2,753
-11% -$381K 2.12% 15
2019
Q2 		$3.36M Sell
24,061
-1,057
-4% -$140K 2.59% 4
2019
Q1 		$2.94M Buy
+25,118
New +$2.81M 2.29% 10

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

RBA Wealth Management's DIS Position: Q2 2026 in Review

RBA Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,735 shares — an estimated $264K sold.

RBA Wealth Management first reported a position in DIS in Q1 2019 and held it in 27 quarters. The position peaked at $3.36M in Q2 2019. 1,028 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • RBA Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • RBA Wealth Management sold 2,735 Walt Disney shares in Q2 2026, an estimated $264K.
  • RBA Wealth Management first reported a position in Walt Disney in Q1 2019 and held it in 27 quarters.
  • RBA Wealth Management's Walt Disney position peaked at $3.36M in Q2 2019.
  • 1,028 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.