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Alliance Wealth Advisors (Pennsylvania)’s Walt Disney DIS Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$2M Sell
19,036
-150
-0.8% -$15.4K 0.63% 25
2026
Q2 		$1.85M Sell
19,186
-688
-3% -$70.1K 0.6% 25
2026
Q1 		$1.92M Buy
19,874
+1,413
+8% +$149K 0.84% 20
2025
Q4 		$2.1M Sell
18,461
-1,593
-8% -$175K 0.91% 19
2025
Q3 		$2.3M Sell
20,054
-33
-0.2% -$3.89K 1.03% 16
2025
Q2 		$2.49M Sell
20,087
-983
-5% -$102K 1.27% 13
2025
Q1 		$2.08M Sell
21,070
-288
-1% -$31K 1.18% 15
2024
Q4 		$2.38M Sell
21,358
-2,348
-10% -$247K 1.33% 15
2024
Q3 		$2.28M Sell
23,706
-302
-1% -$27.8K 1.3% 14
2024
Q2 		$2.38M Sell
24,008
-735
-3% -$79.1K 1.5% 14
2024
Q1 		$3.03M Sell
24,743
-481
-2% -$50.2K 1.91% 9
2023
Q4 		$2.28M Sell
25,224
-1,069
-4% -$94.2K 1.51% 14
2023
Q3 		$2.13M Sell
26,293
-131
-0.5% -$11.2K 1.54% 14
2023
Q2 		$2.36M Sell
26,424
-235
-0.9% -$22.3K 1.68% 13
2023
Q1 		$2.67M Sell
26,659
-1,026
-4% -$103K 2% 10
2022
Q4 		$2.41M Sell
27,685
-1,842
-6% -$176K 2% 11
2022
Q3 		$2.79M Buy
29,527
+867
+3% +$92.8K 2.59% 8
2022
Q2 		$2.71M Buy
28,660
+13,194
+85% +$1.46M 2.34% 9
2022
Q1 		$2.12M Buy
15,466
+3,878
+33% +$561K 1.76% 16
2021
Q4 		$1.79M Buy
11,588
+541
+5% +$87.4K 1.46% 19
2021
Q3 		$1.87M Sell
11,047
-43
-0.4% -$7.67K 1.65% 16
2021
Q2 		$1.95M Buy
11,090
+76
+0.7% +$13.7K 1.75% 15
2021
Q1 		$2.03M Sell
11,014
-2,127
-16% -$392K 2.01% 15
2020
Q4 		$2.38M Buy
+13,141
New +$1.89M 2.5% 11

Other funds holding DIS

Wealth Enhancement Advisory Services
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
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s DIS Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Walt Disney (DIS) stake by 0.78% in Q3 2026, selling an estimated $15.4K and leaving 19,036 shares worth $2M. The position accounts for 0.63% of the portfolio, ranked #25.

Alliance Wealth Advisors (Pennsylvania) first reported a position in DIS in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.03M in Q1 2024. 323 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 19,036 shares of Walt Disney worth $2M as of Q3 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 150 Walt Disney shares in Q3 2026, an estimated $15.4K.
  • Walt Disney made up 0.63% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 2026, its #25 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Walt Disney in Q4 2020 and has held it in 24 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Walt Disney position peaked at $3.03M in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.