FORM Wealth Advisors’s Walt Disney DIS Stock Holding History

FORM Wealth Advisors’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	$688K	Sell	6,561 -142	-2%	-$14.6K	0.08%	28
2026 Q2	$645K	Sell	6,703 -299	-4%	-$30.5K	0.07%	33
2026 Q1	$675K	Sell	7,002 -1	-0%	-$106	0.08%	31
2025 Q4	$797K	Buy	+7,003	New	+$771K	0.09%	30
2025 Q2	$263K	Sell	2,117 -120	-5%	-$12.5K	0.03%	52
2025 Q1	$221K	Buy	+2,237	New	+$240K	0.03%	56

Other funds holding DIS

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

FORM Wealth Advisors's DIS Position: Q3 2026 in Review

FORM Wealth Advisors reduced its Walt Disney (DIS) stake by 2.1% in Q3 2026, selling an estimated $14.6K and leaving 6,561 shares worth $688K. The position accounts for 0.08% of the portfolio, ranked #28.

FORM Wealth Advisors first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $797K in Q4 2025. 864 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

FORM Wealth Advisors held 6,561 shares of Walt Disney worth $688K as of Q3 2026.
FORM Wealth Advisors sold 142 Walt Disney shares in Q3 2026, an estimated $14.6K.
Walt Disney made up 0.08% of FORM Wealth Advisors's portfolio in Q3 2026, its #28 holding.
FORM Wealth Advisors first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's Walt Disney position peaked at $797K in Q4 2025.
864 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.