TW
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Towerpoint Wealth’s Walt Disney DIS Stock Holding History

Towerpoint 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
2026
Q2 		$214K Buy
+2,221
New +$226K 0.07% 110
2026
Q1 		– Sell
-2,022
Closed -$230K – 95
2025
Q4 		$230K Sell
2,022
-197
-9% -$21.7K 0.09% 87
2025
Q3 		$254K Buy
2,219
+122
+6% +$14.4K 0.1% 79
2025
Q2 		$260K Buy
2,097
+15
+0.7% +$1.56K 0.12% 80
2025
Q1 		$206K Buy
2,082
+14
+0.7% +$1.5K 0.1% 81
2024
Q4 		$230K Buy
+2,068
New +$217K 0.11% 76
2024
Q3 		– Sell
-2,079
Closed -$206K – 86
2024
Q2 		$206K Sell
2,079
-212
-9% -$22.8K 0.1% 78
2024
Q1 		$280K Buy
2,291
+66
+3% +$6.89K 0.14% 66
2023
Q4 		$201K Buy
+2,225
New +$196K 0.11% 79
2023
Q2 		– Sell
-2,173
Closed -$218K – 84
2023
Q1 		$218K Buy
+2,173
New +$219K 0.12% 75
2022
Q2 		– Sell
-2,953
Closed -$405K – 89
2022
Q1 		$405K Buy
2,953
+47
+2% +$6.79K 0.2% 59
2021
Q4 		$450K Buy
2,906
+272
+10% +$43.9K 0.21% 53
2021
Q3 		$446K Sell
2,634
-30
-1% -$5.35K 0.22% 49
2021
Q2 		$468K Buy
2,664
+30
+1% +$5.39K 0.23% 49
2021
Q1 		$486K Sell
2,634
-128
-5% -$23.6K 0.23% 46
2020
Q4 		$500K Buy
+2,762
New +$396K 0.25% 42

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

Towerpoint Wealth's DIS Position: Q2 2026 in Review

Towerpoint Wealth opened a new position in Walt Disney (DIS) in Q2 2026: 2,221 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings. This is a return to the name: Towerpoint Wealth previously reported a position in DIS as recently as Q4 2025.

Towerpoint Wealth first reported a position in DIS in Q4 2020 and has held it in 16 quarters since. The position peaked at $500K in Q4 2020. 835 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Towerpoint Wealth held 2,221 shares of Walt Disney worth $214K as of Q2 2026.
  • Walt Disney was a new Towerpoint Wealth position in Q2 2026.
  • Walt Disney made up 0.07% of Towerpoint Wealth's portfolio in Q2 2026, its #110 holding.
  • Towerpoint Wealth first reported a position in Walt Disney in Q4 2020 and has held it in 16 quarters since.
  • Towerpoint Wealth's Walt Disney position peaked at $500K in Q4 2020.
  • 835 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.