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Retirement Wealth Solutions’s Walt Disney DIS Stock Holding History

Retirement Wealth Solutions’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 		$24.2K Buy
251
+36
+17% +$3.67K 0.01% 141
2026
Q1 		$20.7K Sell
215
-256
-54% -$27.1K 0.01% 138
2025
Q4 		$53.6K Sell
471
-7
-1% -$771 0.03% 97
2025
Q3 		$54.7K Buy
478
+12
+3% +$1.41K 0.04% 95
2025
Q2 		$57.8K Hold
466
– – 0.04% 83
2025
Q1 		$46K Buy
466
+2
+0.4% +$215 0.04% 81
2024
Q4 		$50.4K Buy
+464
New +$48.7K 0.04% 84

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Retirement Wealth Solutions's DIS Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Walt Disney (DIS) stake by 17% in Q2 2026, buying an estimated $3.67K and bringing the position to 251 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #141.

Retirement Wealth Solutions first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.8K in Q2 2025. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Retirement Wealth Solutions held 251 shares of Walt Disney worth $24.2K as of Q2 2026.
  • Retirement Wealth Solutions bought 36 Walt Disney shares in Q2 2026, an estimated $3.67K.
  • Walt Disney made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #141 holding.
  • Retirement Wealth Solutions first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Walt Disney position peaked at $57.8K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.