WFA
DIS icon

Wellspring Financial Advisors’s Walt Disney DIS Stock Holding History

Wellspring Financial Advisors’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 		$628K Sell
6,522
-540
-8% -$55.1K 0.04% 146
2026
Q1 		$681K Buy
7,062
+4,288
+155% +$453K 0.05% 135
2025
Q4 		$316K Buy
2,774
+159
+6% +$17.5K 0.03% 197
2025
Q3 		$299K Sell
2,615
-65
-2% -$7.66K 0.03% 119
2025
Q2 		$332K Buy
2,680
+122
+5% +$12.7K 0.03% 105
2025
Q1 		$252K Sell
2,558
-9
-0.4% -$967 0.03% 110
2024
Q4 		$286K Buy
2,567
+276
+12% +$29K 0.03% 100
2024
Q3 		$220K Sell
2,291
-1,901
-45% -$175K 0.03% 144
2024
Q2 		$416K Buy
4,192
+120
+3% +$12.9K 0.06% 90
2024
Q1 		$498K Sell
4,072
-2,838
-41% -$296K 0.08% 71
2023
Q4 		$624K Buy
6,910
+64
+0.9% +$5.64K 0.16% 60
2023
Q3 		$555K Buy
6,846
+92
+1% +$7.86K 0.16% 60
2023
Q2 		$603K Buy
6,754
+3,210
+91% +$304K 0.17% 56
2023
Q1 		$355K Sell
3,544
-71
-2% -$7.16K 0.11% 76
2022
Q4 		$314K Buy
3,615
+291
+9% +$27.8K 0.1% 81
2022
Q3 		$314K Sell
3,324
-247
-7% -$26.4K 0.12% 63
2022
Q2 		$337K Sell
3,571
-844
-19% -$93.7K 0.12% 61
2022
Q1 		$606K Sell
4,415
-22
-0.5% -$3.18K 0.18% 49
2021
Q4 		$687K Buy
4,437
+122
+3% +$19.7K 0.19% 50
2021
Q3 		$730K Sell
4,315
-5
-0.1% -$891 0.22% 47
2021
Q2 		$759K Buy
4,320
+294
+7% +$52.9K 0.24% 45
2021
Q1 		$389K Sell
4,026
-243
-6% -$44.8K 0.19% 50
2020
Q4 		$773K Buy
4,269
+131
+3% +$18.8K 0.27% 42
2020
Q3 		$513K Buy
4,138
+103
+3% +$12.9K 0.2% 49
2020
Q2 		$450K Buy
4,035
+9
+0.2% +$994 0.19% 50
2020
Q1 		$389K Buy
+4,026
New +$509K 0.19% 50

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

Wellspring Financial Advisors's DIS Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Walt Disney (DIS) stake by 7.6% in Q2 2026, selling an estimated $55.1K and leaving 6,522 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #146.

Wellspring Financial Advisors first reported a position in DIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $773K in Q4 2020. 945 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wellspring Financial Advisors held 6,522 shares of Walt Disney worth $628K as of Q2 2026.
  • Wellspring Financial Advisors sold 540 Walt Disney shares in Q2 2026, an estimated $55.1K.
  • Walt Disney made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • Wellspring Financial Advisors first reported a position in Walt Disney in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Walt Disney position peaked at $773K in Q4 2020.
  • 945 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.