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Robertson Stephens Wealth Management’s Walt Disney DIS Stock Holding History

Robertson Stephens 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 		$1.18M Sell
12,177
-2,973
-20% -$303K 0.03% 285
2026
Q1 		$1.46M Buy
15,150
+1,078
+8% +$114K 0.04% 248
2025
Q4 		$1.61M Sell
14,072
-64
-0.5% -$7.05K 0.04% 240
2025
Q3 		$1.62M Sell
14,136
-1,317
-9% -$155K 0.05% 203
2025
Q2 		$1.92M Sell
15,453
-1,646
-10% -$171K 0.06% 194
2025
Q1 		$1.69M Sell
17,099
-515
-3% -$55.3K 0.06% 211
2024
Q4 		$1.97M Sell
17,614
-1,136
-6% -$119K 0.07% 198
2024
Q3 		$1.8M Sell
18,750
-2,173
-10% -$200K 0.07% 207
2024
Q2 		$2.08M Buy
20,923
+1,411
+7% +$152K 0.1% 149
2024
Q1 		$2.39M Sell
19,512
-374
-2% -$39.1K 0.13% 137
2023
Q4 		$1.8M Sell
19,886
-4,818
-20% -$425K 0.11% 153
2023
Q3 		$2M Sell
24,704
-2,225
-8% -$190K 0.14% 141
2023
Q2 		$2.4M Buy
26,929
+848
+3% +$80.3K 0.17% 116
2023
Q1 		$2.61M Sell
26,081
-78
-0.3% -$7.86K 0.2% 107
2022
Q4 		$2.27M Sell
26,159
-2,030
-7% -$194K 0.22% 94
2022
Q3 		$2.66M Buy
28,189
+1,134
+4% +$121K 0.28% 74
2022
Q2 		$2.55M Sell
27,055
-390
-1% -$43.3K 0.24% 89
2022
Q1 		$3.76M Buy
27,445
+98
+0.4% +$14.2K 0.32% 68
2021
Q4 		$4.24M Buy
27,347
+23,104
+545% +$3.73M 0.36% 63
2021
Q3 		$717K Sell
4,243
-1,128
-21% -$201K 0.08% 156
2021
Q2 		$944K Buy
5,371
+211
+4% +$37.9K 0.11% 124
2021
Q1 		$952K Buy
5,160
+3,207
+164% +$591K 0.15% 107
2020
Q4 		$353K Sell
1,953
-20
-1% -$2.87K 0.07% 169
2020
Q3 		$244K Buy
+1,973
New +$247K 0.06% 199
2020
Q2 		– Sell
-4,062
Closed -$392K – 195
2020
Q1 		$392K Buy
+4,062
New +$514K 0.13% 117

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Robertson Stephens Wealth Management's DIS Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Walt Disney (DIS) stake by 20% in Q2 2026, selling an estimated $303K and leaving 12,177 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #285.

Robertson Stephens Wealth Management first reported a position in DIS in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.24M in Q4 2021. 1,323 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Robertson Stephens Wealth Management held 12,177 shares of Walt Disney worth $1.18M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 2,973 Walt Disney shares in Q2 2026, an estimated $303K.
  • Walt Disney made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Robertson Stephens Wealth Management first reported a position in Walt Disney in Q1 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Walt Disney position peaked at $4.24M in Q4 2021.
  • 1,323 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.