Tanager Wealth Management’s Walt Disney DIS Stock Holding History

Tanager Wealth Management’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	$245K	Buy	+2,533	New	+$258K	0.02%	142
2026 Q1	–	Sell	-1,846	Closed	-$210K	–	151
2025 Q4	$210K	Sell	1,846 -180	-9%	-$19.8K	0.02%	134
2025 Q3	$232K	Sell	2,026 -560	-22%	-$66K	0.02%	115
2025 Q2	$321K	Buy	2,586 +16	+0.6%	+$1.66K	0.04%	97
2025 Q1	$254K	Buy	2,570 +463	+22%	+$49.8K	0.03%	103
2024 Q4	$235K	Buy	+2,107	New	+$221K	0.03%	107

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Tanager Wealth Management's DIS Position: Q2 2026 in Review

Tanager Wealth Management opened a new position in Walt Disney (DIS) in Q2 2026: 2,533 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #142 among its holdings. This is a return to the name: Tanager Wealth Management previously reported a position in DIS as recently as Q4 2025.

Tanager Wealth Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $321K in Q2 2025. 1,278 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Tanager Wealth Management held 2,533 shares of Walt Disney worth $245K as of Q2 2026.
Walt Disney was a new Tanager Wealth Management position in Q2 2026.
Walt Disney made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #142 holding.
Tanager Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
Tanager Wealth Management's Walt Disney position peaked at $321K in Q2 2025.
1,278 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.