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Summit Wealth Group (Colorado)’s Walt Disney DIS Stock Holding History

Summit Wealth Group (Colorado)’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 		$390K Sell
4,052
-297
-7% -$30.3K 0.03% 251
2026
Q1 		$419K Buy
4,349
+2,090
+93% +$221K 0.04% 199
2025
Q4 		$257K Buy
+2,259
New +$249K 0.03% 229
2025
Q3 		– Sell
-2,341
Closed -$290K – 315
2025
Q2 		$290K Buy
+2,341
New +$243K 0.07% 184

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 Wealth Group (Colorado)'s DIS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Walt Disney (DIS) stake by 6.8% in Q2 2026, selling an estimated $30.3K and leaving 4,052 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #251.

Summit Wealth Group (Colorado) first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $419K in Q1 2026. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,052 shares of Walt Disney worth $390K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 297 Walt Disney shares in Q2 2026, an estimated $30.3K.
  • Walt Disney made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #251 holding.
  • Summit Wealth Group (Colorado) first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Walt Disney position peaked at $419K in Q1 2026.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.