4Wealth Advisors
DIS icon

4Wealth Advisors’s Walt Disney DIS Stock Holding History

4Wealth 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
Q3 		$684K Buy
6,484
+3,780
+140% +$387K 0.47% 57
2026
Q2 		$267K Buy
2,704
+31
+1% +$3.16K 0.2% 123
2026
Q1 		$252K Sell
2,673
-57
-2% -$6.02K 0.22% 121
2025
Q4 		$311K Sell
2,730
-51
-2% -$5.62K 0.27% 119
2025
Q3 		$318K Sell
2,781
-73
-3% -$8.6K 0.28% 107
2025
Q2 		$354K Sell
2,854
-2,890
-50% -$300K 0.36% 91
2025
Q1 		$567K Buy
5,744
+634
+12% +$68.1K 0.62% 54
2024
Q4 		$569K Buy
+5,110
New +$537K 0.57% 56

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

4Wealth Advisors's DIS Position: Q3 2026 in Review

4Wealth Advisors increased its Walt Disney (DIS) stake by 140% in Q3 2026, buying an estimated $387K and bringing the position to 6,484 shares worth $684K. The position accounts for 0.47% of the portfolio, ranked #57.

4Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • 4Wealth Advisors held 6,484 shares of Walt Disney worth $684K as of Q3 2026.
  • 4Wealth Advisors bought 3,780 Walt Disney shares in Q3 2026, an estimated $387K.
  • Walt Disney made up 0.47% of 4Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • 4Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.