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Summit Place Financial Advisors’s Walt Disney DIS Stock Holding History

Summit Place Financial Advisors’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 		$3.03M Buy
31,433
+875
+3% +$89.2K 1.33% 26
2026
Q1 		$2.95M Sell
30,558
-1,429
-4% -$151K 1.41% 25
2025
Q4 		$3.64M Sell
31,987
-1,107
-3% -$122K 1.76% 21
2025
Q3 		$3.79M Sell
33,094
-185
-0.6% -$21.8K 1.79% 21
2025
Q2 		$4.13M Buy
33,279
+111
+0.3% +$11.5K 2.08% 12
2025
Q1 		$3.27M Buy
33,168
+859
+3% +$92.3K 1.85% 18
2024
Q4 		$3.6M Sell
32,309
-459
-1% -$48.2K 2.05% 15
2024
Q3 		$3.15M Buy
32,768
+1,736
+6% +$160K 1.76% 22
2024
Q2 		$3.08M Sell
31,032
-1,592
-5% -$171K 1.82% 20
2024
Q1 		$3.99M Sell
32,624
-539
-2% -$56.3K 2.34% 5
2023
Q4 		$2.99M Buy
33,163
+3,530
+12% +$311K 1.96% 18
2023
Q3 		$2.4M Buy
29,633
+51
+0.2% +$4.36K 1.71% 20
2023
Q2 		$2.64M Buy
29,582
+1,948
+7% +$185K 1.71% 18
2023
Q1 		$2.77M Buy
27,634
+551
+2% +$55.6K 1.96% 12
2022
Q4 		$2.35M Buy
27,083
+6,794
+33% +$650K 1.94% 19
2022
Q3 		$1.91M Buy
20,289
+3,810
+23% +$408K 1.78% 22
2022
Q2 		$1.56M Buy
16,479
+665
+4% +$73.8K 1.31% 31
2022
Q1 		$2.17M Buy
15,814
+1,210
+8% +$175K 1.46% 22
2021
Q4 		$2.26M Buy
14,604
+938
+7% +$151K 1.56% 27
2021
Q3 		$2.31M Buy
13,666
+1,590
+13% +$283K 1.69% 18
2021
Q2 		$2.12M Buy
12,076
+1,355
+13% +$244K 1.56% 29
2021
Q1 		$1.98M Sell
10,721
-2,175
-17% -$401K 1.59% 22
2020
Q4 		$2.34M Sell
12,896
-700
-5% -$100K 2.03% 8
2020
Q3 		$1.69M Sell
13,596
-2,430
-15% -$304K 1.69% 25
2020
Q2 		$1.79M Sell
16,026
-2,285
-12% -$252K 2.83% 12
2020
Q1 		$1.77M Buy
18,311
+6,331
+53% +$800K 3.78% 6
2019
Q4 		$1.73M Buy
+11,980
New +$1.67M 2.74% 12

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
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
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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Summit Place Financial Advisors's DIS Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Walt Disney (DIS) stake by 2.9% in Q2 2026, buying an estimated $89.2K and bringing the position to 31,433 shares worth $3.03M. The position accounts for 1.33% of the portfolio, ranked #26.

Summit Place Financial Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.13M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summit Place Financial Advisors held 31,433 shares of Walt Disney worth $3.03M as of Q2 2026.
  • Summit Place Financial Advisors bought 875 Walt Disney shares in Q2 2026, an estimated $89.2K.
  • Walt Disney made up 1.33% of Summit Place Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Summit Place Financial Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Summit Place Financial Advisors's Walt Disney position peaked at $4.13M in Q2 2025.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.