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WealthBridge Investment Counsel’s Walt Disney DIS Stock Holding History

WealthBridge Investment Counsel’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 		$5.68M Sell
59,031
-1,790
-3% -$182K 1.52% 30
2026
Q1 		$5.86M Sell
60,821
-3,135
-5% -$331K 1.79% 28
2025
Q4 		$7.28M Sell
63,956
-1,100
-2% -$121K 2.18% 23
2025
Q3 		$7.45M Sell
65,056
-75
-0.1% -$8.83K 2.3% 20
2025
Q2 		$8.08M Buy
65,131
+320
+0.5% +$33.2K 2.62% 16
2025
Q1 		$6.4M Buy
64,811
+425
+0.7% +$45.7K 2.33% 22
2024
Q4 		$7.17M Sell
64,386
-100
-0.2% -$10.5K 2.63% 18
2024
Q3 		$6.2M Buy
64,486
+300
+0.5% +$27.6K 2.2% 25
2024
Q2 		$6.37M Buy
64,186
+1,575
+3% +$170K 2.44% 19
2024
Q1 		$7.66M Sell
62,611
-550
-0.9% -$57.5K 2.84% 14
2023
Q4 		$5.7M Sell
63,161
-100
-0.2% -$8.82K 2.28% 22
2023
Q3 		$5.13M Buy
63,261
+525
+0.8% +$44.8K 2.24% 25
2023
Q2 		$5.6M Buy
62,736
+2,025
+3% +$192K 2.36% 21
2023
Q1 		$6.08M Sell
60,711
-1,760
-3% -$177K 2.69% 18
2022
Q4 		$5.43M Buy
62,471
+3,235
+5% +$309K 2.37% 22
2022
Q3 		$5.59M Buy
59,236
+1,865
+3% +$200K 2.94% 16
2022
Q2 		$5.42M Buy
57,371
+2,300
+4% +$255K 2.75% 19
2022
Q1 		$7.55M Buy
55,071
+2,205
+4% +$319K 3.33% 10
2021
Q4 		$8.19M Buy
52,866
+185
+0.4% +$29.9K 3.47% 9
2021
Q3 		$8.91M Sell
52,681
-1,786
-3% -$318K 4% 8
2021
Q2 		$9.57M Buy
54,467
+1,045
+2% +$188K 4.24% 7
2021
Q1 		$9.86M Sell
53,422
-600
-1% -$111K 4.82% 4
2020
Q4 		$9.79M Hold
54,022
– – 5.12% 4
2020
Q3 		$6.7M Buy
54,022
+275
+0.5% +$34.4K 4.08% 6
2020
Q2 		$5.99M Buy
53,747
+470
+0.9% +$51.9K 3.98% 7
2020
Q1 		$5.15M Sell
53,277
-645
-1% -$81.5K 4.37% 8
2019
Q4 		$7.8M Buy
+53,922
New +$7.53M 4.42% 5

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

WealthBridge Investment Counsel's DIS Position: Q2 2026 in Review

WealthBridge Investment Counsel reduced its Walt Disney (DIS) stake by 2.9% in Q2 2026, selling an estimated $182K and leaving 59,031 shares worth $5.68M. The position accounts for 1.52% of the portfolio, ranked #30.

WealthBridge Investment Counsel first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.86M in Q1 2021. 1,406 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • WealthBridge Investment Counsel held 59,031 shares of Walt Disney worth $5.68M as of Q2 2026.
  • WealthBridge Investment Counsel sold 1,790 Walt Disney shares in Q2 2026, an estimated $182K.
  • Walt Disney made up 1.52% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #30 holding.
  • WealthBridge Investment Counsel first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • WealthBridge Investment Counsel's Walt Disney position peaked at $9.86M in Q1 2021.
  • 1,406 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.