Turtle Creek Wealth Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.57M Buy
16,316
+1,470
+10% +$150K 0.08% 130
2026
Q1
$1.43M Buy
14,846
+1,776
+14% +$188K 0.11% 117
2025
Q4
$1.49M Buy
13,070
+1,684
+15% +$185K 0.12% 120
2025
Q3
$1.3M Buy
11,386
+6,195
+119% +$730K 0.12% 113
2025
Q2
$644K Buy
+5,191
New +$539K 0.08% 150
2024
Q4
Sell
-2,374
Closed -$228K 99
2024
Q3
$228K Sell
2,374
-92
-4% -$8.46K 0.05% 164
2024
Q2
$245K Buy
2,466
+15
+0.6% +$1.61K 0.06% 139
2024
Q1
$300K Buy
2,451
+576
+31% +$60.2K 0.07% 116
2023
Q4
$169K Buy
+1,875
New +$165K 0.05% 160

Other funds holding DIS

Turtle Creek Wealth Advisors's DIS Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Walt Disney (DIS) stake by 9.9% in Q2 2026, buying an estimated $150K and bringing the position to 16,316 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #130.

Turtle Creek Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 9 quarters since. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Turtle Creek Wealth Advisors held 16,316 shares of Walt Disney worth $1.57M as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 1,470 Walt Disney shares in Q2 2026, an estimated $150K.
  • Walt Disney made up 0.08% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Turtle Creek Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 9 quarters since.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.