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RAFFA WEALTH MANAGEMENT, LLC’s Walt Disney DIS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$89.4K Sell
929
-98
-10% -$9.99K 0.01% 133
2026
Q1 		$99K Buy
1,027
+47
+5% +$4.97K 0.02% 115
2025
Q4 		$111K Buy
980
+354
+57% +$39K 0.02% 114
2025
Q3 		$71.7K Sell
626
-309
-33% -$36.4K 0.01% 137
2025
Q2 		$116K Buy
935
+327
+54% +$34K 0.02% 116
2025
Q1 		$60K Sell
608
-12
-2% -$1.29K 0.01% 139
2024
Q4 		$69K Buy
620
+12
+2% +$1.26K 0.02% 130
2024
Q3 		$58.5K Sell
608
-1,031
-63% -$94.9K 0.01% 137
2024
Q2 		$163K Buy
1,639
+70
+4% +$7.54K 0.05% 96
2024
Q1 		$192K Buy
1,569
+942
+150% +$98.4K 0.06% 87
2023
Q4 		$56.6K Hold
627
– – 0.02% 126
2023
Q3 		$50.8K Hold
627
– – 0.02% 129
2023
Q2 		$56K Sell
627
-326
-34% -$30.9K 0.02% 123
2023
Q1 		$95.4K Buy
953
+2
+0.2% +$202 0.03% 102
2022
Q4 		$82.6K Buy
951
+30
+3% +$2.87K 0.03% 101
2022
Q3 		$86.9K Hold
921
– – 0.04% 96
2022
Q2 		$86.9K Hold
921
– – 0.04% 97
2022
Q1 		$126K Hold
921
– – 0.05% 76
2021
Q4 		$143K Sell
921
-25
-3% -$4.04K 0.05% 73
2021
Q3 		$160K Buy
946
+22
+2% +$3.92K 0.06% 58
2021
Q2 		$162K Sell
924
-617
-40% -$111K 0.06% 54
2021
Q1 		$284K Buy
1,541
+21
+1% +$3.87K 0.1% 48
2020
Q4 		$275K Buy
1,520
+27
+2% +$3.88K 0.1% 47
2020
Q3 		$185K Sell
1,493
-35
-2% -$4.38K 0.07% 56
2020
Q2 		$170K Buy
1,528
+14
+0.9% +$1.55K 0.07% 62
2020
Q1 		$146K Sell
1,514
-407
-21% -$51.5K 0.05% 64
2019
Q4 		$278K Hold
1,921
– – 0.1% 61
2019
Q3 		$250K Buy
+1,921
New +$266K 0.09% 65
2019
Q2 		– Sell
-892
Closed -$99K – 906
2019
Q1 		$99K Buy
892
+49
+6% +$5.48K 0.04% 83
2018
Q4 		$92.4K Buy
843
+25
+3% +$2.84K 0.04% 97
2018
Q3 		$95.7K Hold
818
– – 0.03% 103
2018
Q2 		$85.7K Hold
818
– – 0.03% 96
2018
Q1 		$82.2K Buy
818
+124
+18% +$13.2K 0.03% 93
2017
Q4 		$74.6K Hold
694
– – 0.03% 99
2017
Q3 		$68.4K Hold
694
– – 0.03% 107
2017
Q2 		$73.7K Sell
694
-31
-4% -$3.4K 0.03% 101
2017
Q1 		$82.2K Sell
725
-6
-0.8% -$661 0.04% 77
2016
Q4 		$76.2K Buy
731
+370
+102% +$36.1K 0.04% 74
2016
Q3 		$33.5K Hold
361
– – 0.02% 109
2016
Q2 		$35.3K Hold
361
– – 0.02% 104
2016
Q1 		$35.9K Buy
361
+25
+7% +$2.41K 0.02% 116
2015
Q4 		$35.3K Hold
336
– – 0.02% 107
2015
Q3 		$34.3K Hold
336
– – 0.02% 108
2015
Q2 		$38.4K Hold
336
– – 0.02% 108
2015
Q1 		$35.2K Hold
336
– – 0.02% 96
2014
Q4 		$31.6K Sell
336
-60
-15% -$5.41K 0.02% 100
2014
Q3 		$35.3K Buy
396
+28
+8% +$2.47K 0.03% 95
2014
Q2 		$31.6K Buy
368
+8
+2% +$653 0.02% 97
2014
Q1 		$28.8K Buy
360
+24
+7% +$1.86K 0.02% 99
2013
Q4 		$31.6K Buy
+336
New +$23.3K 0.02% 100

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DIS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Walt Disney (DIS) stake by 9.5% in Q2 2026, selling an estimated $9.99K and leaving 929 shares worth $89.4K. The position accounts for 0.01% of the portfolio, ranked #133.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DIS in Q4 2013 and has held it in 50 quarters since. The position peaked at $284K in Q1 2021. 1,045 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 929 shares of Walt Disney worth $89.4K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 98 Walt Disney shares in Q2 2026, an estimated $9.99K.
  • Walt Disney made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #133 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Walt Disney in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Walt Disney position peaked at $284K in Q1 2021.
  • 1,045 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.