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Vermillion Wealth Management’s Walt Disney DIS Stock Holding History

Vermillion Wealth Management’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 		$21.7K Sell
226
-84
-27% -$8.56K 0.01% 869
2026
Q1 		$29.8K Buy
310
+85
+38% +$8.98K 0.01% 259
2025
Q4 		$25.6K Sell
225
-208
-48% -$22.9K 0.01% 265
2025
Q3 		$49.6K Sell
433
-14
-3% -$1.65K 0.01% 589
2025
Q2 		$55.5K Hold
447
– – 0.03% 168
2025
Q1 		$44.2K Buy
447
+101
+29% +$10.9K 0.01% 549
2024
Q4 		$38.6K Buy
+346
New +$36.3K 0.02% 201

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Vermillion Wealth Management's DIS Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Walt Disney (DIS) stake by 27% in Q2 2026, selling an estimated $8.56K and leaving 226 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #869.

Vermillion Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.5K in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Vermillion Wealth Management held 226 shares of Walt Disney worth $21.7K as of Q2 2026.
  • Vermillion Wealth Management sold 84 Walt Disney shares in Q2 2026, an estimated $8.56K.
  • Walt Disney made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #869 holding.
  • Vermillion Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Walt Disney position peaked at $55.5K in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.