Compass Financial Management
DIS icon

Compass Financial Management’s Walt Disney DIS Stock Holding History

Compass Financial 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 		$2.25M Sell
21,483
-639
-3% -$65.5K 0.24% 113
2026
Q2 		$2.13M Buy
+22,122
New +$2.26M 0.26% 108

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
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Compass Financial Management's DIS Position: Q3 2026 in Review

Compass Financial Management reduced its Walt Disney (DIS) stake by 2.9% in Q3 2026, selling an estimated $65.5K and leaving 21,483 shares worth $2.25M. The position accounts for 0.24% of the portfolio, ranked #113.

Compass Financial Management first reported a position in DIS in Q2 2026 and has held it in 2 quarters since. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Compass Financial Management held 21,483 shares of Walt Disney worth $2.25M as of Q3 2026.
  • Compass Financial Management sold 639 Walt Disney shares in Q3 2026, an estimated $65.5K.
  • Walt Disney made up 0.24% of Compass Financial Management's portfolio in Q3 2026, its #113 holding.
  • Compass Financial Management first reported a position in Walt Disney in Q2 2026 and has held it in 2 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.