UW
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Unique Wealth’s Walt Disney DIS Stock Holding History

Unique 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 		$243K Buy
2,526
+133
+6% +$13.6K 0.03% 189
2026
Q1 		$231K Buy
2,393
+22
+0.9% +$2.33K 0.03% 171
2025
Q4 		$270K Buy
2,371
+3
+0.1% +$330 0.04% 162
2025
Q3 		$271K Buy
2,368
+30
+1% +$3.53K 0.04% 159
2025
Q2 		$290K Buy
2,338
+7
+0.3% +$727 0.05% 147
2025
Q1 		$230K Sell
2,331
-100
-4% -$10.7K 0.04% 143
2024
Q4 		$271K Sell
2,431
-198
-8% -$20.8K 0.06% 120
2024
Q3 		$253K Sell
2,629
-7
-0.3% -$644 0.06% 102
2024
Q2 		$262K Buy
2,636
+87
+3% +$9.37K 0.07% 83
2024
Q1 		$311K Buy
2,549
+72
+3% +$7.52K 0.09% 73
2023
Q4 		$224K Sell
2,477
-82
-3% -$7.23K 0.07% 78
2023
Q3 		$207K Buy
2,559
+3
+0.1% +$256 0.09% 79
2023
Q2 		$228K Buy
2,556
+29
+1% +$2.75K 0.1% 71
2023
Q1 		$253K Buy
+2,527
New +$255K 0.12% 50

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Unique Wealth's DIS Position: Q2 2026 in Review

Unique Wealth increased its Walt Disney (DIS) stake by 5.6% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,526 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #189.

Unique Wealth first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $311K in Q1 2024. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Unique Wealth held 2,526 shares of Walt Disney worth $243K as of Q2 2026.
  • Unique Wealth bought 133 Walt Disney shares in Q2 2026, an estimated $13.6K.
  • Walt Disney made up 0.03% of Unique Wealth's portfolio in Q2 2026, its #189 holding.
  • Unique Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Unique Wealth's Walt Disney position peaked at $311K in Q1 2024.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.