Shufro Rose & Co’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $560K | Sell |
5,822
-458
| -7% | -$46.7K | 0.03% | 178 |
|
|
2026
Q1 | $605K | Sell |
6,280
-4,897
| -44% | -$518K | 0.04% | 163 |
|
|
2025
Q4 | $1.27M | Sell |
11,177
-25,591
| -70% | -$2.82M | 0.09% | 100 |
|
|
2025
Q3 | $3.63M | Sell |
36,768
-1,215
| -3% | -$143K | 0.3% | 58 |
|
|
2025
Q2 | $3.75M | Sell |
37,983
-1,025
| -3% | -$106K | 0.3% | 57 |
|
|
2025
Q1 | $3.85M | Sell |
39,008
-889
| -2% | -$95.5K | 0.3% | 58 |
|
|
2024
Q4 | $4.44M | Sell |
39,897
-2,900
| -7% | -$305K | 0.34% | 52 |
|
|
2024
Q3 | $4.25M | Hold |
42,797
| – | – | 0.34% | 53 |
|
|
2024
Q2 | $4.25M | Sell |
42,797
-810
| -2% | -$87.2K | 0.34% | 53 |
|
|
2024
Q1 | $5.34M | Sell |
43,607
-688
| -2% | -$71.9K | 0.44% | 49 |
|
|
2023
Q4 | $3.59M | Buy |
44,295
+76
| +0.2% | +$6.7K | 0.34% | 52 |
|
|
2023
Q3 | $3.58M | Sell |
44,219
-673
| -1% | -$57.5K | 0.34% | 52 |
|
|
2023
Q2 | $4.01M | Buy |
44,892
+50
| +0.1% | +$4.74K | 0.37% | 51 |
|
|
2023
Q1 | $4.49M | Sell |
44,842
-1,196
| -3% | -$121K | 0.42% | 49 |
|
|
2022
Q4 | $4M | Sell |
46,038
-2,528
| -5% | -$242K | 0.34% | 58 |
|
|
2022
Q3 | $4.58M | Sell |
48,566
-510
| -1% | -$54.6K | 0.46% | 49 |
|
|
2022
Q2 | $4.63M | Buy |
49,076
+1,827
| +4% | +$203K | 0.4% | 54 |
|
|
2022
Q1 | $6.48M | Buy |
47,249
+1,588
| +3% | +$230K | 0.5% | 46 |
|
|
2021
Q4 | $7.07M | Sell |
45,661
-2,711
| -6% | -$438K | 0.51% | 48 |
|
|
2021
Q3 | $8.18M | Sell |
48,372
-878
| -2% | -$156K | 0.64% | 40 |
|
|
2021
Q2 | $8.66M | Sell |
49,250
-1,689
| -3% | -$304K | 0.65% | 41 |
|
|
2021
Q1 | $9.4M | Buy |
50,939
+110
| +0.2% | +$20.3K | 0.75% | 35 |
|
|
2020
Q4 | $9.21M | Sell |
50,829
-1,734
| -3% | -$249K | 0.77% | 37 |
|
|
2020
Q3 | $6.52M | Sell |
52,563
-3,572
| -6% | -$446K | 0.63% | 40 |
|
|
2020
Q2 | $6.26M | Sell |
56,135
-379
| -0.7% | -$41.8K | 0.62% | 41 |
|
|
2020
Q1 | $5.46M | Buy |
56,514
+20,902
| +59% | +$2.64M | 0.65% | 41 |
|
|
2019
Q4 | $5.15M | Sell |
35,612
-77
| -0.2% | -$10.7K | 0.46% | 48 |
|
|
2019
Q3 | $4.65M | Buy |
35,689
+58
| +0.2% | +$8.02K | 0.46% | 51 |
|
|
2019
Q2 | $4.98M | Sell |
35,631
-158
| -0.4% | -$21K | 0.48% | 51 |
|
|
2019
Q1 | $3.97M | Sell |
35,789
-145
| -0.4% | -$16.2K | 0.4% | 56 |
|
|
2018
Q4 | $3.94M | Sell |
35,934
-42
| -0.1% | -$4.78K | 0.44% | 57 |
|
|
2018
Q3 | $4.21M | Sell |
35,976
-877
| -2% | -$97.6K | 0.39% | 68 |
|
|
2018
Q2 | $3.86M | Buy |
36,853
+22,323
| +154% | +$2.28M | 0.37% | 70 |
|
|
2018
Q1 | $1.46M | Buy |
14,530
+3,160
| +28% | +$336K | 0.14% | 101 |
|
|
2017
Q4 | $1.22M | Hold |
11,370
| – | – | 0.12% | 108 |
|
|
2017
Q3 | $1.12M | Sell |
11,370
-283
| -2% | -$29.1K | 0.11% | 114 |
|
|
2017
Q2 | $1.24M | Buy |
11,653
+583
| +5% | +$63.8K | 0.13% | 101 |
|
|
2017
Q1 | $1.26M | Sell |
11,070
-99
| -0.9% | -$10.9K | 0.14% | 102 |
|
|
2016
Q4 | $1.16M | Hold |
11,169
| – | – | 0.13% | 102 |
|
|
2016
Q3 | $1.04M | Buy |
11,169
+479
| +4% | +$45.9K | 0.12% | 109 |
|
|
2016
Q2 | $1.05M | Sell |
10,690
-488
| -4% | -$48.8K | 0.12% | 109 |
|
|
2016
Q1 | $1.11M | Buy |
11,178
+477
| +4% | +$46K | 0.12% | 106 |
|
|
2015
Q4 | $1.12M | Sell |
10,701
-100
| -0.9% | -$11.1K | 0.13% | 105 |
|
|
2015
Q3 | $1.1M | Hold |
10,801
| – | – | 0.13% | 103 |
|
|
2015
Q2 | $1.23M | Hold |
10,801
| – | – | 0.13% | 102 |
|
|
2015
Q1 | $1.13M | Hold |
10,801
| – | – | 0.12% | 114 |
|
|
2014
Q4 | $1.02M | Buy |
10,801
+350
| +3% | +$31.6K | 0.1% | 119 |
|
|
2014
Q3 | $930K | Sell |
10,451
-1,240
| -11% | -$109K | 0.1% | 125 |
|
|
2014
Q2 | $1M | Sell |
11,691
-700
| -6% | -$57.2K | 0.1% | 120 |
|
|
2014
Q1 | $992K | Sell |
12,391
-150
| -1% | -$11.6K | 0.1% | 118 |
|
|
2013
Q4 | $958K | Sell |
12,541
-100
| -0.8% | -$6.93K | 0.1% | 117 |
|
|
2013
Q3 | $815K | Hold |
12,641
| – | – | 0.09% | 120 |
|
|
2013
Q2 | $798K | Buy |
+12,641
| New | +$799K | 0.09% | 115 |
|
Other funds holding DIS
Shufro Rose & Co's DIS Position: Q2 2026 in Review
Shufro Rose & Co reduced its Walt Disney (DIS) stake by 7.3% in Q2 2026, selling an estimated $46.7K and leaving 5,822 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #178.
Shufro Rose & Co first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.4M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Shufro Rose & Co held 5,822 shares of Walt Disney worth $560K as of Q2 2026.
- Shufro Rose & Co sold 458 Walt Disney shares in Q2 2026, an estimated $46.7K.
- Walt Disney made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #178 holding.
- Shufro Rose & Co first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
- Shufro Rose & Co's Walt Disney position peaked at $9.4M in Q1 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.