B.A. Schrock Wealth Management, Inc.’s Walt Disney DIS Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$414K	Buy	+4,087	New	+$419K	0.15%	95

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

CAM

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s DIS Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Walt Disney (DIS) in Q3 2026: 4,087 shares worth $414K. The stake represents 0.15% of the portfolio and ranks #95 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 4,087 shares of Walt Disney worth $414K as of Q3 2026.
Walt Disney was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Walt Disney made up 0.15% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #95 holding.
404 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.