Universal-Beteiligungs- und Servicegesellschaft’s Walt Disney DIS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2025 Q4	–	Sell	-19,600	Closed	-$2.24M	–	2088
2025 Q3	$2.24M	Sell	19,600 -100,000	-84%	-$11.8M	﹤0.01%	1243
2025 Q2	$14.8M	Buy	+119,600	New	+$12.4M	0.03%	459
2025 Q1	–	Sell	-100,000	Closed	-$11.1M	–	1990
2024 Q4	$11.1M	Buy	+100,000	New	+$10.5M	0.02%	517

Other funds holding DIS

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's DIS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $22.9M and leaving 1,833,665 shares worth $177M. The position accounts for 0.27% of the portfolio, ranked #64.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $240M in Q4 2025. 1,687 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 1,833,665 shares of Walt Disney worth $177M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 224,743 Walt Disney shares in Q2 2026, an estimated $22.9M.
Walt Disney made up 0.27% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #64 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Walt Disney position peaked at $240M in Q4 2025.
1,687 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.