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Summit Financial Strategies’s Walt Disney DIS Stock Holding History

Summit Financial Strategies’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 		$235K Sell
2,445
-2
-0.1% -$204 0.02% 143
2026
Q1 		$236K Sell
2,447
-29
-1% -$3.06K 0.02% 143
2025
Q4 		$282K Sell
2,476
-675
-21% -$74.3K 0.02% 129
2025
Q3 		$361K Sell
3,151
-2
-0.1% -$236 0.03% 112
2025
Q2 		$391K Sell
3,153
-220
-7% -$22.9K 0.04% 104
2025
Q1 		$333K Sell
3,373
-730
-18% -$78.5K 0.03% 109
2024
Q4 		$457K Hold
4,103
– – 0.05% 89
2024
Q3 		$395K Sell
4,103
-172
-4% -$15.8K 0.04% 97
2024
Q2 		$424K Sell
4,275
-100
-2% -$10.8K 0.05% 89
2024
Q1 		$535K Buy
4,375
+3
+0.1% +$313 0.07% 73
2023
Q4 		$395K Sell
4,372
-1,717
-28% -$151K 0.06% 90
2023
Q3 		$493K Sell
6,089
-463
-7% -$39.5K 0.09% 66
2023
Q2 		$585K Buy
6,552
+220
+3% +$20.8K 0.11% 61
2023
Q1 		$634K Sell
6,332
-48
-0.8% -$4.84K 0.12% 60
2022
Q4 		$554K Buy
6,380
+41
+0.6% +$3.92K 0.12% 58
2022
Q3 		$598K Buy
6,339
+66
+1% +$7.06K 0.14% 52
2022
Q2 		$592K Sell
6,273
-212
-3% -$23.5K 0.14% 52
2022
Q1 		$889K Buy
6,485
+865
+15% +$125K 0.18% 40
2021
Q4 		$870K Buy
5,620
+45
+0.8% +$7.27K 0.17% 44
2021
Q3 		$943K Buy
5,575
+102
+2% +$18.2K 0.18% 42
2021
Q2 		$962K Buy
5,473
+1,616
+42% +$291K 0.19% 40
2021
Q1 		$712K Buy
3,857
+208
+6% +$38.4K 0.25% 26
2020
Q4 		$661K Hold
3,649
– – 0.23% 35
2020
Q3 		$453K Buy
3,649
+114
+3% +$14.3K 0.18% 38
2020
Q2 		$394K Buy
3,535
+1,245
+54% +$137K 0.18% 39
2020
Q1 		$221K Sell
2,290
-17
-0.7% -$2.15K 0.12% 54
2019
Q4 		$334K Hold
2,307
– – 0.16% 45
2019
Q3 		$301K Buy
2,307
+233
+11% +$32.2K 0.14% 42
2019
Q2 		$290K Buy
2,074
+252
+14% +$33.4K 0.14% 44
2019
Q1 		$202K Sell
1,822
-355
-16% -$39.7K 0.1% 58
2018
Q4 		$239K Sell
2,177
-25
-1% -$2.84K 0.13% 51
2018
Q3 		$258K Buy
2,202
+17
+0.8% +$1.89K 0.12% 48
2018
Q2 		$229K Sell
2,185
-12
-0.5% -$1.23K 0.11% 50
2018
Q1 		$221K Sell
2,197
-23
-1% -$2.44K 0.11% 47
2017
Q4 		$239K Buy
2,220
+79
+4% +$8.14K 0.13% 48
2017
Q3 		$211K Buy
2,141
+47
+2% +$4.83K 0.12% 48
2017
Q2 		$222K Sell
2,094
-102
-5% -$11.2K 0.13% 46
2017
Q1 		$249K Buy
2,196
+23
+1% +$2.53K 0.18% 30
2016
Q4 		$226K Buy
2,173
+20
+0.9% +$1.95K 0.15% 39
2016
Q3 		$200K Sell
2,153
-84
-4% -$8.04K 0.14% 42
2016
Q2 		$219K Hold
2,237
– – 0.16% 38
2016
Q1 		$222K Sell
2,237
-75
-3% -$7.24K 0.16% 37
2015
Q4 		$243K Buy
2,312
+8
+0.3% +$892 0.19% 41
2015
Q3 		$236K Buy
2,304
+2
+0.1% +$218 0.2% 42
2015
Q2 		$263K Buy
2,302
+175
+8% +$19.2K 0.21% 38
2015
Q1 		$223K Buy
+2,127
New +$215K 0.18% 38

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Summit Financial Strategies's DIS Position: Q2 2026 in Review

Summit Financial Strategies reduced its Walt Disney (DIS) stake by 0.08% in Q2 2026, selling an estimated $204 and leaving 2,445 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #143.

Summit Financial Strategies first reported a position in DIS in Q1 2015 and has held it in 46 quarters since. The position peaked at $962K in Q2 2021. 1,423 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summit Financial Strategies held 2,445 shares of Walt Disney worth $235K as of Q2 2026.
  • Summit Financial Strategies sold 2 Walt Disney shares in Q2 2026, an estimated $204.
  • Walt Disney made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #143 holding.
  • Summit Financial Strategies first reported a position in Walt Disney in Q1 2015 and has held it in 46 quarters since.
  • Summit Financial Strategies's Walt Disney position peaked at $962K in Q2 2021.
  • 1,423 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.