Baron Wealth Management
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Baron Wealth Management’s Walt Disney DIS Stock Holding History

Baron 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 		$235K Sell
2,237
-116
-5% -$11.9K 0.06% 254
2026
Q2 		$226K Buy
2,353
+47
+2% +$4.79K 0.06% 262
2026
Q1 		$222K Buy
2,306
+15
+0.7% +$1.58K 0.07% 238
2025
Q4 		$261K Buy
2,291
+150
+7% +$16.5K 0.08% 192
2025
Q3 		$245K Sell
2,141
-1,077
-33% -$127K 0.08% 189
2025
Q2 		$399K Sell
3,218
-350
-10% -$36.4K 0.14% 108
2025
Q1 		$352K Sell
3,568
-951
-21% -$102K 0.15% 104
2024
Q4 		$503K Buy
4,519
+370
+9% +$38.9K 0.24% 65
2024
Q3 		$399K Buy
4,149
+117
+3% +$10.8K 0.19% 84
2024
Q2 		$400K Sell
4,032
-24
-0.6% -$2.58K 0.21% 74
2024
Q1 		$496K Buy
4,056
+237
+6% +$24.8K 0.26% 57
2023
Q4 		$345K Buy
3,819
+297
+8% +$26.2K 0.19% 86
2023
Q3 		$285K Sell
3,522
-684
-16% -$58.4K 0.18% 97
2023
Q2 		$376K Sell
4,206
-689
-14% -$65.3K 0.24% 69
2023
Q1 		$490K Sell
4,895
-324
-6% -$32.7K 0.35% 46
2022
Q4 		$453K Buy
+5,219
New +$499K 0.35% 43

Other funds holding DIS

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Baron Wealth Management reduced its Walt Disney (DIS) stake by 4.9% in Q3 2026, selling an estimated $11.9K and leaving 2,237 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #254.

Baron Wealth Management first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $503K in Q4 2024. 1,513 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Baron Wealth Management held 2,237 shares of Walt Disney worth $235K as of Q3 2026.
  • Baron Wealth Management sold 116 Walt Disney shares in Q3 2026, an estimated $11.9K.
  • Walt Disney made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #254 holding.
  • Baron Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Walt Disney position peaked at $503K in Q4 2024.
  • 1,513 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.