Guardian Partners’s Walt Disney DIS Stock Holding History

Guardian 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	$3.51M	Sell	33,435 -25	-0.1%	-$2.56K	0.31%	66
2026 Q2	$3.22M	Buy	33,460 +469	+1%	+$47.8K	0.29%	66
2026 Q1	$3.19M	Buy	32,991 +101	+0.3%	+$10.7K	0.27%	72
2025 Q4	$3.51M	Buy	32,890 +265	+0.8%	+$29.2K	0.28%	73
2025 Q3	$3.68M	Buy	32,625 +193	+0.6%	+$22.7K	0.31%	70
2025 Q2	$3.91M	Buy	32,432 +422	+1%	+$43.8K	0.35%	70
2025 Q1	$2.79M	Buy	32,010 +630	+2%	+$67.7K	0.29%	80
2024 Q4	$3.44M	Buy	+31,380	New	+$3.3M	0.35%	70

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

Guardian Partners's DIS Position: Q3 2026 in Review

Guardian Partners reduced its Walt Disney (DIS) stake by 0.07% in Q3 2026, selling an estimated $2.56K and leaving 33,435 shares worth $3.51M. The position accounts for 0.31% of the portfolio, ranked #66.

Guardian Partners first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.91M in Q2 2025. 995 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Guardian Partners held 33,435 shares of Walt Disney worth $3.51M as of Q3 2026.
Guardian Partners sold 25 Walt Disney shares in Q3 2026, an estimated $2.56K.
Walt Disney made up 0.31% of Guardian Partners's portfolio in Q3 2026, its #66 holding.
Guardian Partners first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Walt Disney position peaked at $3.91M in Q2 2025.
995 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.