Semus Wealth Partners’s Walt Disney DIS Stock Holding History

Semus 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	$221K	Buy	2,292 +93	+4%	+$9.48K	0.11%	102
2026 Q1	$212K	Sell	2,199 -40	-2%	-$4.23K	0.12%	100
2025 Q4	$255K	Buy	2,239 +38	+2%	+$4.18K	0.14%	91
2025 Q3	$252K	Sell	2,201 -32	-1%	-$3.77K	0.14%	92
2025 Q2	$277K	Buy	2,233 +140	+7%	+$14.5K	0.18%	89
2025 Q1	$207K	Buy	2,093 +52	+3%	+$5.59K	0.14%	103
2024 Q4	$227K	Buy	+2,041	New	+$214K	0.15%	99
2024 Q2	–	Sell	-1,911	Closed	-$234K	–	117
2024 Q1	$234K	Buy	+1,911	New	+$200K	0.2%	110
2023 Q3	–	Sell	-2,242	Closed	-$200K	–	117
2023 Q2	$200K	Sell	2,242 -411	-15%	-$38.9K	0.18%	110
2023 Q1	$266K	Sell	2,653 -85	-3%	-$8.57K	0.29%	87
2022 Q4	$238K	Buy	+2,738	New	+$262K	0.29%	90

Other funds holding DIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Semus Wealth Partners increased its Walt Disney (DIS) stake by 4.2% in Q2 2026, buying an estimated $9.48K and bringing the position to 2,292 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #102.

Semus Wealth Partners first reported a position in DIS in Q4 2022 and has held it in 11 quarters since. The position peaked at $277K in Q2 2025. 2,938 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Semus Wealth Partners held 2,292 shares of Walt Disney worth $221K as of Q2 2026.
Semus Wealth Partners bought 93 Walt Disney shares in Q2 2026, an estimated $9.48K.
Walt Disney made up 0.11% of Semus Wealth Partners's portfolio in Q2 2026, its #102 holding.
Semus Wealth Partners first reported a position in Walt Disney in Q4 2022 and has held it in 11 quarters since.
Semus Wealth Partners's Walt Disney position peaked at $277K in Q2 2025.
2,938 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.