Equita Financial Network
DIS icon

Equita Financial Network’s Walt Disney DIS Stock Holding History

Equita Financial Network’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 		– Sell
-3,123
Closed -$301K – 93
2026
Q2 		$301K Buy
3,123
+65
+2% +$6.63K 0.08% 77
2026
Q1 		$295K Sell
3,058
-262
-8% -$27.7K 0.09% 73
2025
Q4 		$378K Buy
3,320
+37
+1% +$4.08K 0.11% 70
2025
Q3 		$376K Buy
3,283
+1,062
+48% +$125K 0.13% 65
2025
Q2 		$275K Sell
2,221
-203
-8% -$21.1K 0.11% 70
2025
Q1 		$239K Buy
+2,424
New +$261K 0.08% 79

Other funds holding DIS

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Equita Financial Network's DIS Position: Q3 2026 in Review

Equita Financial Network sold out of Walt Disney (DIS) in Q3 2026, closing a stake of 3,123 shares — an estimated $301K sold.

Equita Financial Network first reported a position in DIS in Q1 2025 and held it in 6 quarters. The position peaked at $378K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Equita Financial Network reported no remaining Walt Disney position as of Q3 2026 after selling out during the quarter.
  • Equita Financial Network sold 3,123 Walt Disney shares in Q3 2026, an estimated $301K.
  • Equita Financial Network first reported a position in Walt Disney in Q1 2025 and held it in 6 quarters.
  • Equita Financial Network's Walt Disney position peaked at $378K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.