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Sage Investment Counsel’s Walt Disney DIS Stock Holding History

Sage Investment Counsel’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 		$258K Hold
2,681
– – 0.26% 96
2026
Q1 		$258K Hold
2,681
– – 0.29% 94
2025
Q4 		$305K Hold
2,681
– – 0.34% 87
2025
Q3 		$307K Hold
2,681
– – 0.34% 85
2025
Q2 		$332K Sell
2,681
-1,200
-31% -$125K 0.39% 73
2025
Q1 		$383K Sell
3,881
-302
-7% -$32.5K 0.49% 64
2024
Q4 		$466K Buy
+4,183
New +$439K 0.61% 49

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Sage Investment Counsel's DIS Position: Q2 2026 in Review

Sage Investment Counsel held its Walt Disney (DIS) position steady in Q2 2026 at 2,681 shares worth $258K. The position accounts for 0.26% of the portfolio, ranked #96.

Sage Investment Counsel first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q4 2024. 1,547 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sage Investment Counsel held 2,681 shares of Walt Disney worth $258K as of Q2 2026.
  • Sage Investment Counsel left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.26% of Sage Investment Counsel's portfolio in Q2 2026, its #96 holding.
  • Sage Investment Counsel first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Sage Investment Counsel's Walt Disney position peaked at $466K in Q4 2024.
  • 1,547 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.