Bender Robert & Associates’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-32,898
Closed -$3.27M – 53
2024
Q2
$3.27M Buy
+32,898
New +$3.54M 0.72% 21

Other funds holding DIS

Bender Robert & Associates's DIS Position: Q3 2026 in Review

Bender Robert & Associates reduced its Walt Disney (DIS) stake by 1.4% in Q3 2026, selling an estimated $43.3K and leaving 28,937 shares worth $3.04M. The position accounts for 0.58% of the portfolio, ranked #24.

Bender Robert & Associates first reported a position in DIS in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.2M in Q1 2021. 1,232 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Bender Robert & Associates held 28,937 shares of Walt Disney worth $3.04M as of Q3 2026.
  • Bender Robert & Associates sold 423 Walt Disney shares in Q3 2026, an estimated $43.3K.
  • Walt Disney made up 0.58% of Bender Robert & Associates's portfolio in Q3 2026, its #24 holding.
  • Bender Robert & Associates first reported a position in Walt Disney in Q1 2019 and has held it in 30 quarters since.
  • Bender Robert & Associates's Walt Disney position peaked at $5.2M in Q1 2021.
  • 1,232 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.