Unique Wealth Strategies’s Walt Disney DIS Stock Holding History

Unique Wealth Strategies’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	$1.07M	Sell	11,081 -372	-3%	-$37.9K	0.39%	59
2026 Q1	$1.1M	Sell	11,453 -640	-5%	-$67.6K	0.45%	55
2025 Q4	$1.38M	Sell	12,093 -781	-6%	-$86K	0.54%	44
2025 Q3	$1.47M	Sell	12,874 -218	-2%	-$25.7K	0.57%	38
2025 Q2	$1.62M	Sell	13,092 -2,041	-13%	-$212K	0.68%	32
2025 Q1	$1.49M	Sell	15,133 -778	-5%	-$83.6K	0.68%	36
2024 Q4	$1.77M	Sell	15,911 -112	-0.7%	-$11.8K	0.77%	30
2024 Q3	$1.54M	Buy	16,023 +1,536	+11%	+$141K	0.65%	36
2024 Q2	$1.77M	Hold	14,487	–	–	0.83%	25
2024 Q1	$1.77M	Buy	14,487 +222	+2%	+$23.2K	0.87%	25
2023 Q4	$1.29M	Buy	+14,265	New	+$1.26M	0.86%	28

Other funds holding DIS

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Unique Wealth Strategies's DIS Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Walt Disney (DIS) stake by 3.2% in Q2 2026, selling an estimated $37.9K and leaving 11,081 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #59.

Unique Wealth Strategies first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q2 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Unique Wealth Strategies held 11,081 shares of Walt Disney worth $1.07M as of Q2 2026.
Unique Wealth Strategies sold 372 Walt Disney shares in Q2 2026, an estimated $37.9K.
Walt Disney made up 0.39% of Unique Wealth Strategies's portfolio in Q2 2026, its #59 holding.
Unique Wealth Strategies first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Walt Disney position peaked at $1.77M in Q2 2024.
525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.