STACKSTONE WEALTH, LLC’s Walt Disney DIS Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1.47M	Buy	+14,052	New	+$1.44M	0.15%	155

Other funds holding DIS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GGA

Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's DIS Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Walt Disney (DIS) in Q3 2026: 14,052 shares worth $1.47M. The stake represents 0.15% of the portfolio and ranks #155 among its holdings.

561 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

STACKSTONE WEALTH, LLC held 14,052 shares of Walt Disney worth $1.47M as of Q3 2026.
Walt Disney was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Walt Disney made up 0.15% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #155 holding.
561 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.