Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Walt Disney DIS Stock Holding History

Baker Tilly 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 		$1.78M Buy
16,979
+1,950
+13% +$200K 0.35% 52
2026
Q2 		$1.45M Sell
15,029
-857
-5% -$87.4K 0.31% 57
2026
Q1 		$1.53M Sell
15,886
-61
-0.4% -$6.45K 0.37% 50
2025
Q4 		$1.81M Buy
15,947
+14
+0.1% +$1.54K 0.45% 43
2025
Q3 		$1.82M Buy
15,933
+187
+1% +$22K 0.41% 49
2025
Q2 		$1.95M Buy
15,746
+145
+0.9% +$15.1K 0.7% 29
2025
Q1 		$1.54M Buy
15,601
+797
+5% +$85.7K 0.6% 29
2024
Q4 		$1.65M Buy
14,804
+1,046
+8% +$110K 0.65% 30
2024
Q3 		$1.32M Sell
13,758
-348
-2% -$32K 0.59% 30
2024
Q2 		$1.4M Sell
14,106
-17,939
-56% -$1.93M 0.57% 31
2024
Q1 		$3.92M Buy
32,045
+1,257
+4% +$131K 0.71% 21
2023
Q4 		$2.78M Sell
30,788
-3,304
-10% -$291K 0.46% 41
2023
Q3 		$2.76M Sell
34,092
-25,960
-43% -$2.22M 0.46% 45
2023
Q2 		$5.36M Buy
60,052
+2,750
+5% +$261K 0.56% 39
2023
Q1 		$5.74M Buy
57,302
+6,694
+13% +$675K 0.65% 31
2022
Q4 		$4.4M Sell
50,608
-1,466
-3% -$140K 0.54% 43
2022
Q3 		$4.91M Sell
52,074
-1,274
-2% -$136K 0.67% 28
2022
Q2 		$5.04M Buy
53,348
+13,827
+35% +$1.53M 0.66% 29
2022
Q1 		$5.42M Buy
39,521
+5,657
+17% +$818K 0.6% 35
2021
Q4 		$5.24M Buy
33,864
+5,118
+18% +$827K 0.56% 36
2021
Q3 		$4.86M Buy
28,746
+4,912
+21% +$876K 0.64% 26
2021
Q2 		$4.19M Buy
23,834
+3,307
+16% +$595K 0.68% 25
2021
Q1 		$3.79M Buy
20,527
+9,899
+93% +$1.83M 0.78% 20
2020
Q4 		$1.93M Buy
+10,628
New +$1.53M 0.59% 43

Other funds holding DIS

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Baker Tilly Wealth Management's DIS Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Walt Disney (DIS) stake by 13% in Q3 2026, buying an estimated $200K and bringing the position to 16,979 shares worth $1.78M. The position accounts for 0.35% of the portfolio, ranked #52.

Baker Tilly Wealth Management first reported a position in DIS in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.74M in Q1 2023. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Baker Tilly Wealth Management held 16,979 shares of Walt Disney worth $1.78M as of Q3 2026.
  • Baker Tilly Wealth Management bought 1,950 Walt Disney shares in Q3 2026, an estimated $200K.
  • Walt Disney made up 0.35% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Baker Tilly Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Walt Disney position peaked at $5.74M in Q1 2023.
  • 916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.