ARQ Wealth Advisors
DIS icon

ARQ Wealth Advisors’s Walt Disney DIS Stock Holding History

ARQ Wealth 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 		$750K Sell
7,145
-3,325
-32% -$341K 0.09% 130
2026
Q2 		$1M Sell
10,470
-11,787
-53% -$1.2M 0.12% 117
2026
Q1 		$2.15M Buy
22,257
+18,974
+578% +$2.01M 0.39% 75
2025
Q4 		$374K Sell
3,283
-432
-12% -$47.6K 0.1% 103
2025
Q3 		$425K Buy
+3,715
New +$438K 0.13% 99

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

ARQ Wealth Advisors reduced its Walt Disney (DIS) stake by 32% in Q3 2026, selling an estimated $341K and leaving 7,145 shares worth $750K. The position accounts for 0.09% of the portfolio, ranked #130.

ARQ Wealth Advisors first reported a position in DIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.15M in Q1 2026. 1,881 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • ARQ Wealth Advisors held 7,145 shares of Walt Disney worth $750K as of Q3 2026.
  • ARQ Wealth Advisors sold 3,325 Walt Disney shares in Q3 2026, an estimated $341K.
  • Walt Disney made up 0.09% of ARQ Wealth Advisors's portfolio in Q3 2026, its #130 holding.
  • ARQ Wealth Advisors first reported a position in Walt Disney in Q3 2025 and has held it in 5 quarters since.
  • ARQ Wealth Advisors's Walt Disney position peaked at $2.15M in Q1 2026.
  • 1,881 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.