Aviso Wealth Management’s Walt Disney DIS Stock Holding History

Aviso 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	$275K	Buy	2,623 +88	+3%	+$9.02K	0.11%	120
2026 Q2	$244K	Sell	2,535 -66	-3%	-$6.73K	0.08%	136
2026 Q1	$251K	Sell	2,601 -488	-16%	-$51.6K	0.11%	124
2025 Q4	$351K	Sell	3,089 -774	-20%	-$85.2K	0.15%	112
2025 Q3	$442K	Sell	3,863 -20	-0.5%	-$2.36K	0.19%	96
2025 Q2	$482K	Sell	3,883 -177	-4%	-$18.4K	0.22%	93
2025 Q1	$401K	Sell	4,060 -79	-2%	-$8.49K	0.21%	96
2024 Q4	$461K	Buy	4,139 +277	+7%	+$29.1K	0.24%	92
2024 Q3	$371K	Sell	3,862 -407	-10%	-$37.4K	0.2%	103
2024 Q2	$424K	Sell	4,269 -695	-14%	-$74.8K	0.25%	89
2024 Q1	$607K	Sell	4,964 -1,794	-27%	-$187K	0.38%	68
2023 Q4	$610K	Buy	+6,758	New	+$596K	0.44%	58

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Aviso Wealth Management increased its Walt Disney (DIS) stake by 3.5% in Q3 2026, buying an estimated $9.02K and bringing the position to 2,623 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #120.

Aviso Wealth Management first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $610K in Q4 2023. 1,949 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Aviso Wealth Management held 2,623 shares of Walt Disney worth $275K as of Q3 2026.
Aviso Wealth Management bought 88 Walt Disney shares in Q3 2026, an estimated $9.02K.
Walt Disney made up 0.11% of Aviso Wealth Management's portfolio in Q3 2026, its #120 holding.
Aviso Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Walt Disney position peaked at $610K in Q4 2023.
1,949 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.