Financial Designs
DIS icon

Financial Designs’s Walt Disney DIS Stock Holding History

Financial Designs’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 		$219K Sell
2,090
-122
-6% -$12.5K 0.11% 39
2026
Q2 		$213K Sell
2,212
-50
-2% -$5.1K 0.11% 40
2026
Q1 		$218K Buy
+2,262
New +$239K 0.12% 37
2025
Q3 		– Sell
-2,309
Closed -$286K – 26
2025
Q2 		$286K Buy
+2,309
New +$240K 0.18% 30
2023
Q4 		– Sell
-5,025
Closed -$407K – 13
2023
Q3 		$407K Buy
+5,025
New +$429K 0.31% 17

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Financial Designs's DIS Position: Q3 2026 in Review

Financial Designs reduced its Walt Disney (DIS) stake by 5.5% in Q3 2026, selling an estimated $12.5K and leaving 2,090 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #39.

Financial Designs first reported a position in DIS in Q3 2023 and has held it in 5 quarters since. The position peaked at $407K in Q3 2023. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Financial Designs held 2,090 shares of Walt Disney worth $219K as of Q3 2026.
  • Financial Designs sold 122 Walt Disney shares in Q3 2026, an estimated $12.5K.
  • Walt Disney made up 0.11% of Financial Designs's portfolio in Q3 2026, its #39 holding.
  • Financial Designs first reported a position in Walt Disney in Q3 2023 and has held it in 5 quarters since.
  • Financial Designs's Walt Disney position peaked at $407K in Q3 2023.
  • 1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.