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Trust Point Inc’s Walt Disney DIS Stock Holding History

Trust Point Inc’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 		$621K Buy
6,449
+183
+3% +$18.7K 0.05% 186
2026
Q1 		$604K Sell
6,266
-38
-0.6% -$4.02K 0.05% 207
2025
Q4 		$717K Sell
6,304
-294
-4% -$32.4K 0.06% 164
2025
Q3 		$755K Sell
6,598
-434
-6% -$51.1K 0.06% 152
2025
Q2 		$872K Buy
7,032
+911
+15% +$94.7K 0.08% 117
2025
Q1 		$604K Sell
6,121
-1,738
-22% -$187K 0.06% 190
2024
Q4 		$875K Buy
7,859
+341
+5% +$35.8K 0.06% 183
2024
Q3 		$723K Sell
7,518
-689
-8% -$63.4K 0.05% 214
2024
Q2 		$815K Sell
8,207
-805
-9% -$86.7K 0.07% 187
2024
Q1 		$1.1M Buy
9,012
+358
+4% +$37.4K 0.09% 137
2023
Q4 		$781K Buy
+8,654
New +$763K 0.06% 171

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

Trust Point Inc's DIS Position: Q2 2026 in Review

Trust Point Inc increased its Walt Disney (DIS) stake by 2.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 6,449 shares worth $621K. The position accounts for 0.05% of the portfolio, ranked #186.

Trust Point Inc first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2024. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Trust Point Inc held 6,449 shares of Walt Disney worth $621K as of Q2 2026.
  • Trust Point Inc bought 183 Walt Disney shares in Q2 2026, an estimated $18.7K.
  • Walt Disney made up 0.05% of Trust Point Inc's portfolio in Q2 2026, its #186 holding.
  • Trust Point Inc first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Walt Disney position peaked at $1.1M in Q1 2024.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.