TWM
DIS icon

Thrive Wealth Management’s Walt Disney DIS Stock Holding History

Thrive 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 		$360K Sell
3,742
-253
-6% -$25.8K 0.05% 162
2026
Q1 		$385K Buy
3,995
+75
+2% +$7.93K 0.06% 145
2025
Q4 		$446K Sell
3,920
-304
-7% -$33.5K 0.07% 141
2025
Q3 		$484K Sell
4,224
-16
-0.4% -$1.88K 0.07% 129
2025
Q2 		$526K Buy
4,240
+292
+7% +$30.3K 0.08% 119
2025
Q1 		$390K Sell
3,948
-85
-2% -$9.13K 0.07% 135
2024
Q4 		$449K Sell
4,033
-82
-2% -$8.61K 0.08% 123
2024
Q3 		$396K Buy
4,115
+276
+7% +$25.4K 0.07% 140
2024
Q2 		$381K Sell
3,839
-116
-3% -$12.5K 0.07% 145
2024
Q1 		$484K Buy
3,955
+1,321
+50% +$138K 0.1% 109
2023
Q4 		$238K Sell
2,634
-513
-16% -$45.2K 0.05% 168
2023
Q3 		$255K Sell
3,147
-945
-23% -$80.7K 0.07% 143
2023
Q2 		$365K Buy
4,092
+799
+24% +$75.7K 0.09% 118
2023
Q1 		$330K Buy
3,293
+886
+37% +$89.3K 0.08% 128
2022
Q4 		$209K Sell
2,407
-725
-23% -$69.3K 0.06% 150
2022
Q3 		$295K Buy
3,132
+557
+22% +$59.6K 0.1% 117
2022
Q2 		$243K Buy
2,575
+131
+5% +$14.5K 0.08% 132
2022
Q1 		$335K Sell
2,444
-3
-0.1% -$434 0.1% 117
2021
Q4 		$379K Buy
+2,447
New +$395K 0.13% 104

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

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

Thrive Wealth Management reduced its Walt Disney (DIS) stake by 6.3% in Q2 2026, selling an estimated $25.8K and leaving 3,742 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #162.

Thrive Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $526K in Q2 2025. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Thrive Wealth Management held 3,742 shares of Walt Disney worth $360K as of Q2 2026.
  • Thrive Wealth Management sold 253 Walt Disney shares in Q2 2026, an estimated $25.8K.
  • Walt Disney made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Thrive Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Walt Disney position peaked at $526K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.