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Fortitude Advisory Group’s Walt Disney DIS Stock Holding History

Fortitude Advisory Group’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 		$275K Sell
2,619
-156
-6% -$16K 0.1% 181
2026
Q2 		$267K Buy
2,775
+213
+8% +$21.7K 0.1% 174
2026
Q1 		$247K Buy
2,562
+73
+3% +$7.72K 0.11% 176
2025
Q4 		$283K Hold
2,489
– – 0.12% 147
2025
Q3 		$285K Sell
2,489
-65
-3% -$7.66K 0.15% 146
2025
Q2 		$317K Sell
2,554
-112
-4% -$11.6K 0.18% 124
2025
Q1 		$221K Sell
2,666
-446
-14% -$47.9K 0.16% 158
2024
Q4 		$347K Sell
3,112
-347
-10% -$36.5K 0.21% 107
2024
Q3 		$333K Sell
3,459
-169
-5% -$15.5K 0.21% 116
2024
Q2 		$360K Sell
3,628
-929
-20% -$100K 0.22% 100
2024
Q1 		$558K Buy
4,557
+331
+8% +$34.6K 0.32% 69
2023
Q4 		$382K Sell
4,226
-1,408
-25% -$124K 0.23% 98
2023
Q3 		$457K Sell
5,634
-228
-4% -$19.5K 0.31% 70
2023
Q2 		$523K Sell
5,862
-1,665
-22% -$158K 0.38% 58
2023
Q1 		$754K Sell
7,527
-93
-1% -$9.38K 0.58% 40
2022
Q4 		$662K Buy
7,620
+1,230
+19% +$118K 0.56% 42
2022
Q3 		$603K Buy
6,390
+9
+0.1% +$963 0.57% 44
2022
Q2 		$602K Sell
6,381
-1,454
-19% -$161K 0.55% 46
2022
Q1 		$1.07M Sell
7,835
-72
-0.9% -$10.4K 0.57% 23
2021
Q4 		$1.22M Buy
+7,907
New +$1.28M 0.62% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fortitude Advisory Group's DIS Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Walt Disney (DIS) stake by 5.6% in Q3 2026, selling an estimated $16K and leaving 2,619 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #181.

Fortitude Advisory Group first reported a position in DIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q4 2021. 2,106 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Fortitude Advisory Group held 2,619 shares of Walt Disney worth $275K as of Q3 2026.
  • Fortitude Advisory Group sold 156 Walt Disney shares in Q3 2026, an estimated $16K.
  • Walt Disney made up 0.1% of Fortitude Advisory Group's portfolio in Q3 2026, its #181 holding.
  • Fortitude Advisory Group first reported a position in Walt Disney in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's Walt Disney position peaked at $1.22M in Q4 2021.
  • 2,106 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.