Strategic Family Wealth Counselors’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 | $811K | Sell |
8,425
-179
| -2% | -$18.2K | 0.19% | 86 |
|
|
2026
Q1 | $829K | Sell |
8,604
-3,042
| -26% | -$322K | 0.22% | 78 |
|
|
2025
Q4 | $1.28M | Buy |
11,646
+3,060
| +36% | +$337K | 0.29% | 67 |
|
|
2025
Q3 | $983K | Hold |
8,586
| – | – | 0.25% | 65 |
|
|
2025
Q2 | $1.06M | Buy |
8,586
+87
| +1% | +$9.04K | 0.3% | 60 |
|
|
2025
Q1 | $839K | Buy |
8,499
+589
| +7% | +$63.3K | 0.27% | 65 |
|
|
2024
Q4 | $881K | Sell |
7,910
-20
| -0.3% | -$2.1K | 0.29% | 64 |
|
|
2024
Q3 | $763K | Sell |
7,930
-27
| -0.3% | -$2.48K | 0.27% | 59 |
|
|
2024
Q2 | $790K | Buy |
7,957
+6
| +0.1% | +$646 | 0.3% | 55 |
|
|
2024
Q1 | $973K | Buy |
7,951
+555
| +8% | +$58K | 0.38% | 51 |
|
|
2023
Q4 | $668K | Buy |
7,396
+76
| +1% | +$6.7K | 0.28% | 56 |
|
|
2023
Q3 | $593K | Sell |
7,320
-171
| -2% | -$14.6K | 0.29% | 50 |
|
|
2023
Q2 | $669K | Buy |
7,491
+46
| +0.6% | +$4.36K | 0.31% | 49 |
|
|
2023
Q1 | $745K | Sell |
7,445
-163
| -2% | -$16.4K | 0.35% | 46 |
|
|
2022
Q4 | $661K | Sell |
7,608
-49
| -0.6% | -$4.69K | 0.33% | 50 |
|
|
2022
Q3 | $722K | Buy |
7,657
+50
| +0.7% | +$5.35K | 0.35% | 43 |
|
|
2022
Q2 | $718K | Sell |
7,607
-131
| -2% | -$14.5K | 0.34% | 43 |
|
|
2022
Q1 | $1.06M | Buy |
7,738
+300
| +4% | +$43.4K | 0.43% | 37 |
|
|
2021
Q4 | $1.15M | Sell |
7,438
-455
| -6% | -$73.5K | 0.37% | 41 |
|
|
2021
Q3 | $1.33M | Buy |
7,893
+65
| +0.8% | +$11.6K | 0.46% | 35 |
|
|
2021
Q2 | $1.38M | Sell |
7,828
-30
| -0.4% | -$5.39K | 0.45% | 32 |
|
|
2021
Q1 | $1.45M | Buy |
7,858
+88
| +1% | +$16.2K | 0.55% | 30 |
|
|
2020
Q4 | $1.41M | Buy |
7,770
+83
| +1% | +$11.9K | 0.73% | 30 |
|
|
2020
Q3 | $954K | Buy |
7,687
+555
| +8% | +$69.4K | 0.54% | 33 |
|
|
2020
Q2 | $795K | Sell |
7,132
-28
| -0.4% | -$3.09K | 0.5% | 38 |
|
|
2020
Q1 | $692K | Sell |
7,160
-483
| -6% | -$61.1K | 0.52% | 34 |
|
|
2019
Q4 | $1.1M | Sell |
7,643
-468
| -6% | -$65.3K | 0.89% | 26 |
|
|
2019
Q3 | $1.06M | Buy |
8,111
+119
| +1% | +$16.5K | 0.8% | 25 |
|
|
2019
Q2 | $1.12M | Hold |
7,992
| – | – | 0.86% | 24 |
|
|
2019
Q1 | $887K | Buy |
7,992
+66
| +0.8% | +$7.38K | 0.72% | 25 |
|
|
2018
Q4 | $869K | Buy |
+7,926
| New | +$901K | 0.98% | 25 |
|
Other funds holding DIS
Strategic Family Wealth Counselors's DIS Position: Q2 2026 in Review
Strategic Family Wealth Counselors reduced its Walt Disney (DIS) stake by 2.1% in Q2 2026, selling an estimated $18.2K and leaving 8,425 shares worth $811K. The position accounts for 0.19% of the portfolio, ranked #86.
Strategic Family Wealth Counselors first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.45M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Strategic Family Wealth Counselors held 8,425 shares of Walt Disney worth $811K as of Q2 2026.
- Strategic Family Wealth Counselors sold 179 Walt Disney shares in Q2 2026, an estimated $18.2K.
- Walt Disney made up 0.19% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #86 holding.
- Strategic Family Wealth Counselors first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
- Strategic Family Wealth Counselors's Walt Disney position peaked at $1.45M in Q1 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.