Daner Wealth Management
DIS icon

Daner Wealth Management’s Walt Disney DIS Stock Holding History

Daner 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 		$273K Buy
+2,311
New +$237K 0.15% 77

Other funds holding DIS

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

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

Daner Wealth Management opened a new position in Walt Disney (DIS) in Q3 2026: 2,311 shares worth $273K. The stake represents 0.15% of the portfolio and ranks #77 among its holdings.

2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Daner Wealth Management held 2,311 shares of Walt Disney worth $273K as of Q3 2026.
  • Walt Disney was a new Daner Wealth Management position in Q3 2026.
  • Walt Disney made up 0.15% of Daner Wealth Management's portfolio in Q3 2026, its #77 holding.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Daner Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.