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Herold Advisors’s Walt Disney DIS Stock Holding History

Herold 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 		$814K Sell
7,763
-848
-10% -$86.9K 0.16% 134
2026
Q2 		$832K Sell
8,611
-600
-7% -$61.2K 0.16% 136
2026
Q1 		$888K Sell
9,211
-2,678
-23% -$283K 0.2% 114
2025
Q4 		$1.35M Sell
11,889
-430
-3% -$47.4K 0.3% 88
2025
Q3 		$1.41M Sell
12,319
-1,932
-14% -$228K 0.33% 81
2025
Q2 		$1.77M Buy
14,251
+506
+4% +$52.6K 0.37% 76
2025
Q1 		$1.36M Sell
13,745
-80
-0.6% -$8.6K 0.3% 94
2024
Q4 		$1.54M Buy
13,825
+291
+2% +$30.6K 0.34% 81
2024
Q3 		$1.3M Buy
13,534
+758
+6% +$69.7K 0.28% 101
2024
Q2 		$1.27M Buy
12,776
+250
+2% +$26.9K 0.29% 94
2024
Q1 		$1.53M Buy
12,526
+264
+2% +$27.6K 0.37% 74
2023
Q4 		$1.11M Sell
12,262
-54
-0.4% -$4.76K 0.31% 95
2023
Q3 		$998K Buy
12,316
+1,136
+10% +$97K 0.3% 98
2023
Q2 		$998K Sell
11,180
-1,604
-13% -$152K 0.31% 96
2023
Q1 		$1.28M Sell
12,784
-1,368
-10% -$138K 0.44% 74
2022
Q4 		$1.23M Buy
14,152
+925
+7% +$88.5K 0.52% 64
2022
Q3 		$1.25M Buy
13,227
+284
+2% +$30.4K 0.6% 57
2022
Q2 		$1.22M Buy
12,943
+1,436
+12% +$159K 0.54% 66
2022
Q1 		$1.58M Buy
11,507
+2,140
+23% +$309K 0.56% 53
2021
Q4 		$1.45M Buy
9,367
+2,121
+29% +$343K 0.56% 61
2021
Q3 		$1.22M Buy
+7,246
New +$1.29M 0.48% 71

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return

Herold Advisors's DIS Position: Q3 2026 in Review

Herold Advisors reduced its Walt Disney (DIS) stake by 9.8% in Q3 2026, selling an estimated $86.9K and leaving 7,763 shares worth $814K. The position accounts for 0.16% of the portfolio, ranked #134.

Herold Advisors first reported a position in DIS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.77M in Q2 2025. 668 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Herold Advisors held 7,763 shares of Walt Disney worth $814K as of Q3 2026.
  • Herold Advisors sold 848 Walt Disney shares in Q3 2026, an estimated $86.9K.
  • Walt Disney made up 0.16% of Herold Advisors's portfolio in Q3 2026, its #134 holding.
  • Herold Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Walt Disney position peaked at $1.77M in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.