Sagespring Wealth Partners’s Walt Disney DIS Stock Holding History

Sagespring Wealth Partners’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	$1.89M	Buy	19,588 +1,802	+10%	+$184K	0.03%	225
2026 Q1	$1.71M	Buy	17,786 +694	+4%	+$73.3K	0.03%	216
2025 Q4	$1.94M	Buy	17,092 +724	+4%	+$79.7K	0.04%	189
2025 Q3	$1.87M	Buy	16,368 +1,161	+8%	+$137K	0.04%	190
2025 Q2	$1.89M	Buy	15,207 +1,004	+7%	+$104K	0.04%	179
2025 Q1	$1.4M	Buy	14,203 +3,250	+30%	+$349K	0.04%	195
2024 Q4	$1.22M	Buy	+10,953	New	+$1.15M	0.03%	194

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sagespring Wealth Partners's DIS Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Walt Disney (DIS) stake by 10% in Q2 2026, buying an estimated $184K and bringing the position to 19,588 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #225.

Sagespring Wealth Partners first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2025. 2,014 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Sagespring Wealth Partners held 19,588 shares of Walt Disney worth $1.89M as of Q2 2026.
Sagespring Wealth Partners bought 1,802 Walt Disney shares in Q2 2026, an estimated $184K.
Walt Disney made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #225 holding.
Sagespring Wealth Partners first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Walt Disney position peaked at $1.94M in Q4 2025.
2,014 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.