Grant Private Wealth Management’s Walt Disney DIS Stock Holding History

Grant Private 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	$1.01M	Buy	9,597 +5,723	+148%	+$586K	0.45%	53
2026 Q2	$373K	Sell	3,874 -956	-20%	-$97.5K	0.16%	114
2026 Q1	$465K	Sell	4,830 -424	-8%	-$44.8K	0.25%	85
2025 Q4	$598K	Sell	5,254 -56	-1%	-$6.17K	0.36%	58
2025 Q3	$608K	Buy	+5,310	New	+$625K	0.38%	58
2025 Q2	–	Sell	-5,643	Closed	-$557K	–	88
2025 Q1	$557K	Sell	5,643 -213	-4%	-$22.9K	0.6%	45
2024 Q4	$652K	Buy	+5,856	New	+$615K	0.7%	37

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Grant Private Wealth Management's DIS Position: Q3 2026 in Review

Grant Private Wealth Management increased its Walt Disney (DIS) stake by 148% in Q3 2026, buying an estimated $586K and bringing the position to 9,597 shares worth $1.01M. The position accounts for 0.45% of the portfolio, ranked #53.

Grant Private Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Grant Private Wealth Management held 9,597 shares of Walt Disney worth $1.01M as of Q3 2026.
Grant Private Wealth Management bought 5,723 Walt Disney shares in Q3 2026, an estimated $586K.
Walt Disney made up 0.45% of Grant Private Wealth Management's portfolio in Q3 2026, its #53 holding.
Grant Private Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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