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Vest Financial’s Walt Disney DIS Stock Holding History

Vest Financial’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 		$3.03M Buy
31,447
+506
+2% +$51.6K 0.03% 304
2026
Q1 		$2.98M Buy
30,941
+3,119
+11% +$330K 0.04% 298
2025
Q4 		$3.17M Buy
27,822
+5,415
+24% +$596K 0.04% 280
2025
Q3 		$2.57M Buy
22,407
+4,313
+24% +$508K 0.03% 283
2025
Q2 		$2.24M Buy
18,094
+5,098
+39% +$530K 0.03% 258
2025
Q1 		$1.28M Buy
12,996
+5,507
+74% +$592K 0.02% 299
2024
Q4 		$834K Buy
7,489
+935
+14% +$98.2K 0.01% 241
2024
Q3 		$630K Buy
6,554
+4,374
+201% +$402K 0.01% 245
2024
Q2 		$216K Sell
2,180
-62
-3% -$6.67K 0.01% 253
2024
Q1 		$274K Buy
+2,242
New +$234K 0.01% 242

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

Vest Financial's DIS Position: Q2 2026 in Review

Vest Financial increased its Walt Disney (DIS) stake by 1.6% in Q2 2026, buying an estimated $51.6K and bringing the position to 31,447 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #304.

Vest Financial first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.17M in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Vest Financial held 31,447 shares of Walt Disney worth $3.03M as of Q2 2026.
  • Vest Financial bought 506 Walt Disney shares in Q2 2026, an estimated $51.6K.
  • Walt Disney made up 0.03% of Vest Financial's portfolio in Q2 2026, its #304 holding.
  • Vest Financial first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Vest Financial's Walt Disney position peaked at $3.17M in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.