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SteelPeak Wealth’s Walt Disney DIS Stock Holding History

SteelPeak Wealth’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
2023
Q1 		– Hold
0
– -$8.69K – 403
2022
Q4 		– Hold
0
– – – 408
2022
Q3 		– Hold
0
– – – 396
2022
Q2 		– Sell
-50,100
Closed -$5.56M – 393
2022
Q1 		$6.87M Buy
50,100
+50,000
+50,000% +$7.23M 0.39% 64
2021
Q4 		$15K Buy
+100
New +$16.1K ﹤0.01% 409
2021
Q2 		– Sell
-5,000
Closed -$923K – 435
2021
Q1 		$923K Buy
+5,000
New +$922K 0.07% 170

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

SteelPeak Wealth's DIS Position: Q2 2026 in Review

SteelPeak Wealth reduced its Walt Disney (DIS) stake by 13% in Q2 2026, selling an estimated $535K and leaving 34,436 shares worth $3.34M. The position accounts for 0.09% of the portfolio, ranked #176.

SteelPeak Wealth first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.47M in Q2 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SteelPeak Wealth held 34,436 shares of Walt Disney worth $3.34M as of Q2 2026.
  • SteelPeak Wealth sold 5,246 Walt Disney shares in Q2 2026, an estimated $535K.
  • Walt Disney made up 0.09% of SteelPeak Wealth's portfolio in Q2 2026, its #176 holding.
  • SteelPeak Wealth first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Walt Disney position peaked at $9.47M in Q2 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.