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Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

DIS holding history

Walt Disney Co in every 13F filed by Stone Point Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
6,485
Value
$624.2K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of DIS by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,485$624.2K0.2%−605−8.5%ReducedHolders
Q1 20267,090$683.3K0.2%−5,006−41.4%ReducedHolders
Q4 202512,096$1.38M0.4%−2,094−14.8%ReducedHolders
Q3 202514,190$1.62M0.5%−737−4.9%ReducedHolders
Q2 202514,927$1.85M0.6%−357−2.3%ReducedHolders
Q1 202515,284$1.51M0.5%−22−0.1%ReducedHolders
Q4 202415,306$1.70M0.6%−940−5.8%ReducedHolders
Q3 202416,246$1.56M0.5%−1,200−6.9%ReducedHolders
Q2 202417,446$1.73M0.6%−630−3.5%ReducedHolders
Q1 202418,076$2.21M0.8%−508−2.7%ReducedHolders
Q4 202318,584$1.68M0.6%−1,334−6.7%ReducedHolders
Q3 202319,918$1.61M0.7%−1,778−8.2%ReducedHolders
Q2 202321,696$1.94M0.8%−748−3.3%ReducedHolders
Q1 202322,444$2.25M1.0%+50.0%AddedHolders
Q4 202222,439$1.95M1.0%−549−2.4%ReducedHolders
Q3 202222,988$2.17M1.3%+815+3.7%AddedHolders
Q2 202222,173$2.09M1.2%+470+2.2%AddedHolders
Q1 202221,703$2.97M1.7%+8,350+62.5%AddedHolders
Q4 202113,353$2.06M1.7%–No prior filingHolders