Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Walt Disney DIS Stock Holding History

Badgley Phelps Wealth Managers’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 		$15.6M Buy
148,872
+1,740
+1% +$178K 0.27% 90
2026
Q2 		$14.3M Buy
147,132
+4,764
+3% +$486K 0.25% 99
2026
Q1 		$13.7M Buy
142,368
+1,332
+0.9% +$141K 0.27% 92
2025
Q4 		$16.1M Buy
141,036
+762
+0.5% +$83.9K 0.3% 84
2025
Q3 		$16.1M Buy
140,274
+27
+0% +$3.18K 0.34% 80
2025
Q2 		$17.4M Buy
140,247
+427
+0.3% +$44.4K 0.39% 72
2025
Q1 		$13.8M Buy
139,820
+3,193
+2% +$343K 0.33% 83
2024
Q4 		$15.3M Sell
136,627
-4,977
-4% -$523K 0.36% 80
2024
Q3 		$13.6M Buy
141,604
+225
+0.2% +$20.7K 0.32% 89
2024
Q2 		$14M Buy
141,379
+1,912
+1% +$206K 0.35% 84
2024
Q1 		$17.1M Buy
139,467
+9,985
+8% +$1.04M 0.43% 77
2023
Q4 		$11.7M Buy
129,482
+17,829
+16% +$1.57M 0.32% 87
2023
Q3 		$9.05M Sell
111,653
-63,189
-36% -$5.4M 0.31% 93
2023
Q2 		$15.6M Buy
174,842
+7,428
+4% +$704K 0.52% 66
2023
Q1 		$16.8M Buy
167,414
+15,422
+10% +$1.55M 0.62% 56
2022
Q4 		$13.2M Sell
151,992
-20,721
-12% -$1.98M 0.53% 66
2022
Q3 		$16.3M Buy
172,713
+2,844
+2% +$304K 0.7% 46
2022
Q2 		$16M Sell
169,869
-1,807
-1% -$201K 0.66% 52
2022
Q1 		$23.5M Buy
171,676
+1,937
+1% +$280K 0.82% 42
2021
Q4 		$26.3M Buy
169,739
+194
+0.1% +$31.3K 0.85% 37
2021
Q3 		$28.7M Buy
+169,545
New +$30.2M 1.04% 28

Other funds holding DIS

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
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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Badgley Phelps Wealth Managers's DIS Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Walt Disney (DIS) stake by 1.2% in Q3 2026, buying an estimated $178K and bringing the position to 148,872 shares worth $15.6M. The position accounts for 0.27% of the portfolio, ranked #90.

Badgley Phelps Wealth Managers first reported a position in DIS in Q3 2021 and has held it in 21 quarters since. The position peaked at $28.7M in Q3 2021. 1,685 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Badgley Phelps Wealth Managers held 148,872 shares of Walt Disney worth $15.6M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 1,740 Walt Disney shares in Q3 2026, an estimated $178K.
  • Walt Disney made up 0.27% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #90 holding.
  • Badgley Phelps Wealth Managers first reported a position in Walt Disney in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Walt Disney position peaked at $28.7M in Q3 2021.
  • 1,685 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.