Foguth Wealth Management’s Walt Disney DIS Stock Holding History

Foguth 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	$442K	Sell	3,999 -36	-0.9%	-$3.69K	0.04%	148
2026 Q2	$389K	Buy	4,035 +566	+16%	+$57.7K	0.04%	141
2026 Q1	$353K	Buy	3,469 +303	+10%	+$32K	0.04%	144
2025 Q4	$354K	Buy	+3,166	New	+$349K	0.05%	122
2025 Q2	$351K	Sell	2,833 -6	-0.2%	-$623	0.08%	99
2025 Q1	$280K	Buy	2,839 +119	+4%	+$12.8K	0.07%	121
2024 Q4	$305K	Buy	2,720 +198	+8%	+$20.8K	0.08%	111
2024 Q3	$233K	Buy	2,522 +13	+0.5%	+$1.2K	0.08%	118
2024 Q2	$249K	Buy	2,509 +136	+6%	+$14.6K	0.11%	115
2024 Q1	$290K	Buy	+2,373	New	+$248K	0.16%	103

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

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

Foguth Wealth Management reduced its Walt Disney (DIS) stake by 0.89% in Q3 2026, selling an estimated $3.69K and leaving 3,999 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #148.

Foguth Wealth Management first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. 1,999 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Foguth Wealth Management held 3,999 shares of Walt Disney worth $442K as of Q3 2026.
Foguth Wealth Management sold 36 Walt Disney shares in Q3 2026, an estimated $3.69K.
Walt Disney made up 0.04% of Foguth Wealth Management's portfolio in Q3 2026, its #148 holding.
Foguth Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
1,999 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.