Curated Wealth Partners’s Walt Disney DIS Stock Holding History

Curated Wealth Partners’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	$1.06M	Buy	+10,095	New	+$1.03M	0.09%	124
2026 Q2	–	Sell	-8,847	Closed	-$853K	–	249
2026 Q1	$853K	Sell	8,847 -468	-5%	-$49.5K	0.11%	77
2025 Q4	$1.06M	Buy	9,315 +1,234	+15%	+$136K	0.11%	65
2025 Q3	$925K	Buy	+8,081	New	+$952K	0.11%	65
2022 Q2	–	Sell	-4,698	Closed	-$727K	–	140
2022 Q1	$727K	Hold	4,698	–	–	0.25%	49
2021 Q4	$727K	Sell	4,698 -61	-1%	-$9.9K	0.24%	51
2021 Q3	$805K	Sell	4,759 -1	-0%	-$178	0.45%	38
2021 Q2	$837K	Buy	4,760 +804	+20%	+$145K	0.46%	35
2021 Q1	$730K	Buy	3,956 +556	+16%	+$103K	0.45%	39
2020 Q4	$616K	Buy	+3,400	New	+$488K	0.4%	44

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Curated Wealth Partners's DIS Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Walt Disney (DIS) in Q3 2026: 10,095 shares worth $1.06M. The stake represents 0.09% of the portfolio and ranks #124 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in DIS as recently as Q1 2026.

Curated Wealth Partners first reported a position in DIS in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Curated Wealth Partners held 10,095 shares of Walt Disney worth $1.06M as of Q3 2026.
Walt Disney was a new Curated Wealth Partners position in Q3 2026.
Walt Disney made up 0.09% of Curated Wealth Partners's portfolio in Q3 2026, its #124 holding.
Curated Wealth Partners first reported a position in Walt Disney in Q4 2020 and has held it in 10 quarters since.
Curated Wealth Partners's Walt Disney position peaked at $1.06M in Q4 2025.
1,804 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.