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Michael J. Porro & Co. Financial Advisors, Inc.’s Walt Disney DIS Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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 		$679K Sell
6,471
-306
-5% -$31.4K 0.41% 74
2026
Q2 		$652K Buy
6,777
+1,418
+26% +$145K 0.37% 76
2026
Q1 		$517K Buy
+5,359
New +$566K 0.41% 78

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Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s DIS Position: Q3 2026 in Review

Michael J. Porro & Co. Financial Advisors, Inc. reduced its Walt Disney (DIS) stake by 4.5% in Q3 2026, selling an estimated $31.4K and leaving 6,471 shares worth $679K. The position accounts for 0.41% of the portfolio, ranked #74.

Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in DIS in Q1 2026 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Michael J. Porro & Co. Financial Advisors, Inc. held 6,471 shares of Walt Disney worth $679K as of Q3 2026.
  • Michael J. Porro & Co. Financial Advisors, Inc. sold 306 Walt Disney shares in Q3 2026, an estimated $31.4K.
  • Walt Disney made up 0.41% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q3 2026, its #74 holding.
  • Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in Walt Disney in Q1 2026 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q3 2026, filed 16 Oct 2026.