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Summit Wealth Partners’s Walt Disney DIS Stock Holding History

Summit Wealth Partners’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 		$890K Buy
9,248
+42
+0.5% +$4.28K 0.13% 120
2026
Q1 		$887K Buy
9,206
+7,282
+378% +$770K 0.14% 111
2025
Q4 		$219K Sell
1,924
-110
-5% -$12.1K 0.04% 193
2025
Q3 		$233K Buy
2,034
+1
+0% +$118 0.04% 196
2025
Q2 		$252K Sell
2,033
-26
-1% -$2.7K 0.05% 194
2025
Q1 		$203K Sell
2,059
-46
-2% -$4.94K 0.04% 208
2024
Q4 		$234K Buy
+2,105
New +$221K 0.05% 184
2024
Q2 		– Sell
-2,149
Closed -$263K – 225
2024
Q1 		$263K Sell
2,149
-90
-4% -$9.4K 0.06% 193
2023
Q4 		$202K Buy
+2,239
New +$197K 0.05% 208
2023
Q2 		– Sell
-2,096
Closed -$210K – 186
2023
Q1 		$210K Sell
2,096
-379
-15% -$38.2K 0.05% 177
2022
Q4 		$215K Buy
2,475
+150
+6% +$14.3K 0.06% 166
2022
Q3 		$219K Hold
2,325
– – 0.06% 146
2022
Q2 		$219K Buy
2,325
+150
+7% +$16.6K 0.06% 152
2022
Q1 		$298K Sell
2,175
-288
-12% -$41.6K 0.07% 129
2021
Q4 		$381K Buy
2,463
+14
+0.6% +$2.26K 0.08% 112
2021
Q3 		$414K Hold
2,449
– – 0.1% 101
2021
Q2 		$430K Buy
2,449
+10
+0.4% +$1.8K 0.1% 102
2021
Q1 		$450K Buy
2,439
+200
+9% +$36.9K 0.12% 95
2020
Q4 		$406K Sell
2,239
-1,033
-32% -$148K 0.11% 98
2020
Q3 		$406K Sell
3,272
-775
-19% -$96.9K 0.12% 100
2020
Q2 		$451K Sell
4,047
-247
-6% -$27.3K 0.15% 93
2020
Q1 		$415K Buy
4,294
+562
+15% +$71.1K 0.17% 70
2019
Q4 		$540K Buy
+3,732
New +$521K 0.19% 61

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 Wealth Partners's DIS Position: Q2 2026 in Review

Summit Wealth Partners increased its Walt Disney (DIS) stake by 0.46% in Q2 2026, buying an estimated $4.28K and bringing the position to 9,248 shares worth $890K. The position accounts for 0.13% of the portfolio, ranked #120.

Summit Wealth Partners first reported a position in DIS in Q4 2019 and has held it in 23 quarters since. 1,455 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summit Wealth Partners held 9,248 shares of Walt Disney worth $890K as of Q2 2026.
  • Summit Wealth Partners bought 42 Walt Disney shares in Q2 2026, an estimated $4.28K.
  • Walt Disney made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Summit Wealth Partners first reported a position in Walt Disney in Q4 2019 and has held it in 23 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.