Altus Wealth Group
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Altus Wealth Group’s Walt Disney DIS Stock Holding History

Altus Wealth Group’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 		$457K Sell
4,356
-289
-6% -$29.6K 0.17% 81
2026
Q2 		$447K Sell
4,645
-92
-2% -$9.38K 0.16% 99
2026
Q1 		$457K Sell
4,737
-17
-0.4% -$1.8K 0.19% 88
2025
Q4 		$541K Buy
4,754
+73
+2% +$8.04K 0.22% 83
2025
Q3 		$536K Sell
4,681
-308
-6% -$36.3K 0.22% 82
2025
Q2 		$619K Sell
4,989
-60
-1% -$6.23K 0.27% 69
2025
Q1 		$498K Sell
5,049
-16
-0.3% -$1.72K 0.23% 79
2024
Q4 		$564K Sell
5,065
-47
-0.9% -$4.94K 0.25% 82
2024
Q3 		$492K Sell
5,112
-339
-6% -$31.2K 0.21% 84
2024
Q2 		$541K Sell
5,451
-15
-0.3% -$1.62K 0.27% 79
2024
Q1 		$669K Sell
5,466
-122
-2% -$12.7K 0.34% 71
2023
Q4 		$505K Sell
5,588
-370
-6% -$32.6K 0.28% 84
2023
Q3 		$483K Buy
5,958
+67
+1% +$5.72K 0.31% 77
2023
Q2 		$526K Sell
5,891
-173
-3% -$16.4K 0.32% 74
2023
Q1 		$607K Buy
6,064
+40
+0.7% +$4.03K 0.41% 63
2022
Q4 		$523K Buy
6,024
+456
+8% +$43.6K 0.4% 66
2022
Q3 		$942K Hold
5,568
– – 0.94% 26
2022
Q2 		$942K Sell
5,568
-443
-7% -$49.2K 0.94% 26
2022
Q1 		$824K Sell
6,011
-45
-0.7% -$6.5K 0.68% 34
2021
Q4 		$938K Buy
6,056
+488
+9% +$78.8K 0.77% 29
2021
Q3 		$942K Buy
5,568
+681
+14% +$121K 0.94% 26
2021
Q2 		$859K Buy
4,887
+449
+10% +$80.8K 0.84% 29
2021
Q1 		$818K Sell
4,438
-909
-17% -$168K 0.81% 31
2020
Q4 		$969K Buy
+5,347
New +$767K 0.93% 20

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

Altus Wealth Group's DIS Position: Q3 2026 in Review

Altus Wealth Group reduced its Walt Disney (DIS) stake by 6.2% in Q3 2026, selling an estimated $29.6K and leaving 4,356 shares worth $457K. The position accounts for 0.17% of the portfolio, ranked #81.

Altus Wealth Group first reported a position in DIS in Q4 2020 and has held it in 24 quarters since. The position peaked at $969K in Q4 2020. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Altus Wealth Group held 4,356 shares of Walt Disney worth $457K as of Q3 2026.
  • Altus Wealth Group sold 289 Walt Disney shares in Q3 2026, an estimated $29.6K.
  • Walt Disney made up 0.17% of Altus Wealth Group's portfolio in Q3 2026, its #81 holding.
  • Altus Wealth Group first reported a position in Walt Disney in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Walt Disney position peaked at $969K in Q4 2020.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.