SW
DIS icon

SVB Wealth’s Walt Disney DIS Stock Holding History

SVB Wealth’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
2015
Q3 		– Sell
-5,000
Closed -$571K – 558
2015
Q2 		$571K Buy
+5,000
New +$549K 0.02% 416

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

SVB Wealth's DIS Position: Q2 2026 in Review

SVB Wealth reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $117K and leaving 9,312 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #204.

SVB Wealth first reported a position in DIS in Q4 2014 and has held it in 45 quarters since. The position peaked at $52.9M in Q4 2020. 492 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SVB Wealth held 9,312 shares of Walt Disney worth $896K as of Q2 2026.
  • SVB Wealth sold 1,146 Walt Disney shares in Q2 2026, an estimated $117K.
  • Walt Disney made up 0.06% of SVB Wealth's portfolio in Q2 2026, its #204 holding.
  • SVB Wealth first reported a position in Walt Disney in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Walt Disney position peaked at $52.9M in Q4 2020.
  • 492 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.