Activest Wealth Management
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Activest Wealth Management’s Walt Disney DIS Stock Holding History

Activest Wealth Management’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 		$203K Buy
1,932
+263
+16% +$26.9K 0.04% 127
2026
Q2 		$161K Sell
1,669
-1,287
-44% -$131K 0.03% 134
2026
Q1 		$285K Sell
2,956
-572
-16% -$60.5K 0.05% 119
2025
Q4 		$401K Buy
3,528
+29
+0.8% +$3.19K 0.08% 101
2025
Q3 		$401K Buy
3,499
+34
+1% +$4K 0.08% 87
2025
Q2 		$430K Buy
3,465
+191
+6% +$19.8K 0.1% 72
2025
Q1 		$323K Buy
3,274
+729
+29% +$78.3K 0.09% 78
2024
Q4 		$283K Buy
2,545
+10
+0.4% +$1.05K 0.08% 73
2024
Q3 		$244K Sell
2,535
-2,246
-47% -$207K 0.08% 72
2024
Q2 		$475K Buy
4,781
+2,990
+167% +$322K 0.16% 57
2024
Q1 		$219K Buy
1,791
+609
+52% +$63.6K 0.11% 58
2023
Q4 		$107K Sell
1,182
-3
-0.3% -$264 0.06% 59
2023
Q3 		$96K Buy
1,185
+22
+2% +$1.88K 0.06% 60
2023
Q2 		$176K Buy
1,163
+46
+4% +$4.36K 0.12% 28
2023
Q1 		$110K Buy
+1,117
New +$113K 0.07% 53
2022
Q3 		– Sell
-663
Closed -$53K – 482
2022
Q2 		$53K Buy
663
+64
+11% +$7.1K 0.04% 92
2022
Q1 		$82K Sell
599
-532
-47% -$76.9K 0.05% 77
2021
Q4 		$175K Buy
1,131
+396
+54% +$64K 0.11% 58
2021
Q3 		$124K Buy
735
+3
+0.4% +$535 0.08% 68
2021
Q2 		$129K Sell
732
-310
-30% -$55.8K 0.1% 62
2021
Q1 		$193K Buy
+1,042
New +$192K 0.16% 52

Other funds holding DIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Activest Wealth Management's DIS Position: Q3 2026 in Review

Activest Wealth Management increased its Walt Disney (DIS) stake by 16% in Q3 2026, buying an estimated $26.9K and bringing the position to 1,932 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #127.

Activest Wealth Management first reported a position in DIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $475K in Q2 2024. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Activest Wealth Management held 1,932 shares of Walt Disney worth $203K as of Q3 2026.
  • Activest Wealth Management bought 263 Walt Disney shares in Q3 2026, an estimated $26.9K.
  • Walt Disney made up 0.04% of Activest Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Activest Wealth Management first reported a position in Walt Disney in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Walt Disney position peaked at $475K in Q2 2024.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.