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Team Financial Group’s Walt Disney DIS Stock Holding History

Team Financial Group’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 		– Sell
-507
Closed -$48.9K – 106
2026
Q1 		$48.9K Buy
+507
New +$53.6K 0.02% 115
2024
Q1 		– Sell
-149
Closed -$13.5K – 71
2023
Q4 		$13.5K Hold
149
– – 0.01% 104
2023
Q3 		$12.1K Buy
+149
New +$12.7K 0.01% 108

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Team Financial Group's DIS Position: Q2 2026 in Review

Team Financial Group sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 507 shares — an estimated $48.9K sold.

Team Financial Group first reported a position in DIS in Q3 2023 and held it in 3 quarters. The position peaked at $48.9K in Q1 2026. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Team Financial Group reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 507 Walt Disney shares in Q2 2026, an estimated $48.9K.
  • Team Financial Group first reported a position in Walt Disney in Q3 2023 and held it in 3 quarters.
  • Team Financial Group's Walt Disney position peaked at $48.9K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.