Dynamic Wealth Strategies
DIS icon

Dynamic Wealth Strategies’s Walt Disney DIS Stock Holding History

Dynamic Wealth Strategies’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 		$16.6K Hold
158
– – 0.01% 210
2026
Q2 		$15.2K Hold
158
– – 0.01% 218
2026
Q1 		$15.2K Hold
158
– – 0.01% 207
2025
Q4 		$18K Buy
158
+5
+3% +$551 0.01% 184
2025
Q3 		$17.5K Hold
153
– – 0.01% 176
2025
Q2 		$19K Hold
153
– – 0.01% 166
2025
Q1 		$15.1K Buy
+153
New +$16.4K 0.01% 181
2024
Q4 		– Sell
-792
Closed -$76K – 111
2024
Q3 		$76K Buy
792
+41
+5% +$3.77K 0.06% 109
2024
Q2 		$75K Buy
751
+19
+3% +$2.04K 0.06% 108
2024
Q1 		$90K Buy
732
+573
+360% +$59.9K 0.08% 104
2023
Q4 		$14.4K Buy
+159
New +$14K 0.01% 186

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Dynamic Wealth Strategies's DIS Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Walt Disney (DIS) position steady in Q3 2026 at 158 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #210.

Dynamic Wealth Strategies first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $90K in Q1 2024. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Dynamic Wealth Strategies held 158 shares of Walt Disney worth $16.6K as of Q3 2026.
  • Dynamic Wealth Strategies left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #210 holding.
  • Dynamic Wealth Strategies first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Walt Disney position peaked at $90K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.