SWIM
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Smallwood Wealth Investment Management’s Walt Disney DIS Stock Holding History

Smallwood Wealth Investment 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 		$511K Sell
5,309
-25
-0.5% -$2.55K 0.22% 48
2026
Q1 		$514K Sell
5,334
-175
-3% -$18.5K 0.27% 44
2025
Q4 		$627K Sell
5,509
-71
-1% -$7.82K 0.33% 37
2025
Q3 		$639K Buy
5,580
+30
+0.5% +$3.53K 0.33% 41
2025
Q2 		$688K Buy
5,550
+286
+5% +$29.7K 0.39% 36
2025
Q1 		$520K Sell
5,264
-24
-0.5% -$2.58K 0.33% 39
2024
Q4 		$589K Buy
5,288
+32
+0.6% +$3.36K 0.4% 39
2024
Q3 		$506K Sell
5,256
-266
-5% -$24.5K 0.36% 39
2024
Q2 		$548K Hold
5,522
– – 0.42% 34
2024
Q1 		$676K Hold
5,522
– – 0.52% 29
2023
Q4 		$499K Sell
5,522
-54
-1% -$4.76K 0.41% 37
2023
Q3 		$452K Sell
5,576
-200
-3% -$17.1K 0.41% 37
2023
Q2 		$516K Sell
5,776
-12
-0.2% -$1.14K 0.46% 35
2023
Q1 		$580K Sell
5,788
-555
-9% -$56K 0.55% 32
2022
Q4 		$551K Sell
6,343
-23
-0.4% -$2.2K 0.47% 39
2022
Q3 		$601K Sell
6,366
-10
-0.2% -$1.07K 0.54% 38
2022
Q2 		$602K Buy
6,376
+565
+10% +$62.7K 0.61% 30
2022
Q1 		$797K Buy
5,811
+2,240
+63% +$324K 0.75% 22
2021
Q4 		$553K Buy
+3,571
New +$577K 0.51% 32

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Smallwood Wealth Investment Management's DIS Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Walt Disney (DIS) stake by 0.47% in Q2 2026, selling an estimated $2.55K and leaving 5,309 shares worth $511K. The position accounts for 0.22% of the portfolio, ranked #48.

Smallwood Wealth Investment Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $797K in Q1 2022. 948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,309 shares of Walt Disney worth $511K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 25 Walt Disney shares in Q2 2026, an estimated $2.55K.
  • Walt Disney made up 0.22% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #48 holding.
  • Smallwood Wealth Investment Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Walt Disney position peaked at $797K in Q1 2022.
  • 948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.