Great Diamond Partners
DIS icon

Great Diamond Partners’s Walt Disney DIS Stock Holding History

Great Diamond Partners’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 		$491K Sell
4,682
-2
-0% -$205 0.08% 169
2026
Q2 		$451K Sell
4,684
-187
-4% -$19.1K 0.08% 177
2026
Q1 		$470K Buy
4,871
+47
+1% +$4.97K 0.09% 162
2025
Q4 		$549K Sell
4,824
-675
-12% -$74.3K 0.11% 153
2025
Q3 		$630K Sell
5,499
-63
-1% -$7.42K 0.12% 137
2025
Q2 		$690K Buy
5,562
+78
+1% +$8.1K 0.15% 131
2025
Q1 		$541K Sell
5,484
-621
-10% -$66.7K 0.15% 110
2024
Q4 		$680K Buy
6,105
+98
+2% +$10.3K 0.18% 102
2024
Q3 		$578K Sell
6,007
-3,979
-40% -$366K 0.15% 110
2024
Q2 		$992K Sell
9,986
-2
-0% -$215 0.23% 92
2024
Q1 		$1.22M Sell
9,988
-1,381
-12% -$144K 0.28% 85
2023
Q4 		$1.03M Buy
11,369
+1,003
+10% +$88.4K 0.25% 87
2023
Q3 		$840K Sell
10,366
-625
-6% -$53.4K 0.23% 94
2023
Q2 		$981K Buy
10,991
+483
+5% +$45.8K 0.26% 89
2023
Q1 		$1.05M Buy
10,508
+496
+5% +$50K 0.3% 80
2022
Q4 		$870K Sell
10,012
-489
-5% -$46.8K 0.27% 87
2022
Q3 		$990K Buy
10,501
+727
+7% +$77.8K 0.34% 71
2022
Q2 		$922K Buy
9,774
+472
+5% +$52.4K 0.31% 79
2022
Q1 		$1.28M Buy
9,302
+1,293
+16% +$187K 0.35% 66
2021
Q4 		$1.24M Sell
8,009
-280
-3% -$45.2K 0.32% 68
2021
Q3 		$1.4M Buy
8,289
+1,459
+21% +$260K 0.38% 64
2021
Q2 		$1.2M Buy
6,830
+2
+0% +$360 0.34% 69
2021
Q1 		$1.26M Sell
6,828
-661
-9% -$122K 0.39% 66
2020
Q4 		$1.36M Buy
7,489
+541
+8% +$77.7K 0.43% 56
2020
Q3 		$862K Buy
6,948
+138
+2% +$17.2K 0.32% 63
2020
Q2 		$759K Buy
6,810
+2,511
+58% +$277K 0.31% 63
2020
Q1 		$415K Sell
4,299
-104
-2% -$13.1K 0.21% 75
2019
Q4 		$636K Buy
+4,403
New +$615K 0.24% 70

Other funds holding DIS

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Great Diamond Partners's DIS Position: Q3 2026 in Review

Great Diamond Partners reduced its Walt Disney (DIS) stake by 0.04% in Q3 2026, selling an estimated $205 and leaving 4,682 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #169.

Great Diamond Partners first reported a position in DIS in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.4M in Q3 2021. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Great Diamond Partners held 4,682 shares of Walt Disney worth $491K as of Q3 2026.
  • Great Diamond Partners sold 2 Walt Disney shares in Q3 2026, an estimated $205.
  • Walt Disney made up 0.08% of Great Diamond Partners's portfolio in Q3 2026, its #169 holding.
  • Great Diamond Partners first reported a position in Walt Disney in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's Walt Disney position peaked at $1.4M in Q3 2021.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.