WFS
DIS icon

WealthGarden F.S.’s Walt Disney DIS Stock Holding History

WealthGarden F.S.’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 		$217K Sell
2,255
-22
-1% -$2.24K 0.12% 178
2026
Q1 		$219K Sell
2,277
-30
-1% -$3.17K 0.15% 151
2025
Q4 		$257K Sell
2,307
-307
-12% -$33.8K 0.17% 134
2025
Q3 		$293K Sell
2,614
-11
-0.4% -$1.3K 0.21% 119
2025
Q2 		$313K Sell
2,625
-119
-4% -$12.4K 0.26% 98
2025
Q1 		$271K Buy
2,744
+56
+2% +$6.02K 0.26% 101
2024
Q4 		$299K Sell
2,688
-570
-17% -$59.9K 0.28% 95
2024
Q3 		$313K Buy
3,258
+10
+0.3% +$920 0.3% 89
2024
Q2 		$322K Buy
+3,248
New +$350K 0.34% 84

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

WealthGarden F.S.'s DIS Position: Q2 2026 in Review

WealthGarden F.S. reduced its Walt Disney (DIS) stake by 0.97% in Q2 2026, selling an estimated $2.24K and leaving 2,255 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #178.

WealthGarden F.S. first reported a position in DIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $322K in Q2 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • WealthGarden F.S. held 2,255 shares of Walt Disney worth $217K as of Q2 2026.
  • WealthGarden F.S. sold 22 Walt Disney shares in Q2 2026, an estimated $2.24K.
  • Walt Disney made up 0.12% of WealthGarden F.S.'s portfolio in Q2 2026, its #178 holding.
  • WealthGarden F.S. first reported a position in Walt Disney in Q2 2024 and has held it in 9 quarters since.
  • WealthGarden F.S.'s Walt Disney position peaked at $322K in Q2 2024.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.