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Regent Peak Wealth Advisors’s Walt Disney DIS Stock Holding History

Regent Peak Wealth Advisors’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 		$325K Sell
3,378
-243
-7% -$24.8K 0.06% 140
2026
Q1 		$349K Sell
3,621
-181
-5% -$19.1K 0.07% 125
2025
Q4 		$433K Buy
3,802
+78
+2% +$8.59K 0.09% 104
2025
Q3 		$426K Buy
+3,724
New +$439K 0.09% 101
2025
Q1 		$281K Sell
2,852
-68
-2% -$7.31K 0.07% 124
2024
Q4 		$325K Buy
2,920
+126
+5% +$13.2K 0.07% 113
2024
Q3 		$269K Sell
2,794
-90
-3% -$8.28K 0.06% 130
2024
Q2 		$286K Buy
2,884
+83
+3% +$8.94K 0.07% 126
2024
Q1 		$343K Buy
2,801
+94
+3% +$9.82K 0.09% 109
2023
Q4 		$244K Buy
+2,707
New +$239K 0.07% 130
2023
Q3 		– Sell
-2,422
Closed -$216K – 160
2023
Q2 		$216K Sell
2,422
-269
-10% -$25.5K 0.06% 140
2023
Q1 		$269K Sell
2,691
-942
-26% -$95K 0.08% 117
2022
Q4 		$317K Sell
3,633
-218
-6% -$20.9K 0.1% 112
2022
Q3 		$363K Buy
3,851
+560
+17% +$59.9K 0.13% 100
2022
Q2 		$310K Sell
3,291
-1,493
-31% -$166K 0.1% 115
2022
Q1 		$656K Buy
4,784
+215
+5% +$31.1K 0.19% 70
2021
Q4 		$708K Hold
4,569
– – 0.19% 71
2021
Q3 		$773K Sell
4,569
-400
-8% -$71.3K 0.22% 69
2021
Q2 		$875K Sell
4,969
-4
-0.1% -$719 0.24% 63
2021
Q1 		$917K Buy
4,973
+643
+15% +$119K 0.3% 56
2020
Q4 		$785K Buy
4,330
+452
+12% +$64.9K 0.26% 66
2020
Q3 		$481K Buy
3,878
+47
+1% +$5.88K 0.2% 72
2020
Q2 		$427K Sell
3,831
-220
-5% -$24.3K 0.19% 74
2020
Q1 		$391K Buy
4,051
+467
+13% +$59K 0.22% 74
2019
Q4 		$518K Buy
+3,584
New +$500K 0.24% 69

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

Regent Peak Wealth Advisors's DIS Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Walt Disney (DIS) stake by 6.7% in Q2 2026, selling an estimated $24.8K and leaving 3,378 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #140.

Regent Peak Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 25 quarters since. The position peaked at $917K in Q1 2021. 732 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,378 shares of Walt Disney worth $325K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 243 Walt Disney shares in Q2 2026, an estimated $24.8K.
  • Walt Disney made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Regent Peak Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 25 quarters since.
  • Regent Peak Wealth Advisors's Walt Disney position peaked at $917K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.