W
DIS icon

Wealthquest’s Walt Disney DIS Stock Holding History

Wealthquest’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 		$409K Buy
4,247
+1
+0% +$102 0.03% 112
2026
Q1 		$409K Sell
4,246
-20
-0.5% -$2.11K 0.03% 96
2025
Q4 		$485K Buy
+4,266
New +$470K 0.04% 84
2025
Q3 		– Sell
-4,184
Closed -$519K – 64
2025
Q2 		$519K Buy
4,184
+179
+4% +$18.6K 0.04% 74
2025
Q1 		$395K Sell
4,005
-70
-2% -$7.52K 0.03% 85
2024
Q4 		$454K Buy
4,075
+54
+1% +$5.67K 0.04% 79
2024
Q3 		$378K Sell
4,021
-90
-2% -$8.28K 0.03% 87
2024
Q2 		$408K Hold
4,111
– – 0.04% 80
2024
Q1 		$503K Buy
4,111
+23
+0.6% +$2.4K 0.05% 72
2023
Q4 		$369K Sell
4,088
-55
-1% -$4.85K 0.04% 90
2023
Q3 		$336K Sell
4,143
-141
-3% -$12K 0.04% 95
2023
Q2 		$382K Hold
4,284
– – 0.05% 78
2023
Q1 		$429K Sell
4,284
-410
-9% -$41.3K 0.06% 77
2022
Q4 		$408K Sell
4,694
-359
-7% -$34.3K 0.05% 83
2022
Q3 		$476K Sell
5,053
-15
-0.3% -$1.6K 0.07% 77
2022
Q2 		$478K Sell
5,068
-147
-3% -$16.3K 0.07% 76
2022
Q1 		$807K Hold
5,215
– – 0.12% 63
2021
Q4 		$807K Sell
5,215
-243
-4% -$39.2K 0.12% 63
2021
Q3 		$923K Sell
5,458
-97
-2% -$17.3K 0.16% 55
2021
Q2 		$976K Buy
5,555
+79
+1% +$14.2K 0.17% 54
2021
Q1 		$1.01M Sell
5,476
-24
-0.4% -$4.43K 0.19% 52
2020
Q4 		$996K Buy
5,500
+286
+5% +$41.1K 0.21% 44
2020
Q3 		$646K Hold
5,214
– – 0.16% 54
2020
Q2 		$581K Buy
+5,214
New +$576K 0.15% 63
2019
Q4 		$696K Sell
4,814
-82
-2% -$11.4K 0.2% 68
2019
Q3 		$638K Buy
4,896
+124
+3% +$17.1K 0.21% 70
2019
Q2 		$666K Buy
4,772
+76
+2% +$10.1K 0.25% 67
2019
Q1 		$521K Buy
4,696
+2
+0% +$224 0.2% 76
2018
Q4 		$514K Buy
+4,694
New +$534K 0.21% 75
2015
Q3 		$226K Buy
2,945
+29
+1% +$3.16K 0.41% 39
2015
Q2 		$333K Sell
2,916
-604
-17% -$66.3K 0.49% 24
2015
Q1 		$369K Hold
3,520
– – 0.53% 25
2014
Q4 		$332K Buy
+3,520
New +$317K 0.34% 31

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
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
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Wealthquest's DIS Position: Q2 2026 in Review

Wealthquest increased its Walt Disney (DIS) stake by 0.02% in Q2 2026, buying an estimated $102 and bringing the position to 4,247 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #112.

Wealthquest first reported a position in DIS in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.01M in Q1 2021. 1,027 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wealthquest held 4,247 shares of Walt Disney worth $409K as of Q2 2026.
  • Wealthquest bought 1 Walt Disney share in Q2 2026, an estimated $102.
  • Walt Disney made up 0.03% of Wealthquest's portfolio in Q2 2026, its #112 holding.
  • Wealthquest first reported a position in Walt Disney in Q4 2014 and has held it in 33 quarters since.
  • Wealthquest's Walt Disney position peaked at $1.01M in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.