High Point Wealth Management
DIS icon

High Point Wealth Management’s Walt Disney DIS Stock Holding History

High Point 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 		$2.2K Hold
21
– – ﹤0.01% 283
2026
Q2 		$2K Hold
21
– – ﹤0.01% 242
2026
Q1 		$2K Hold
21
– – ﹤0.01% 243
2025
Q4 		$2.35K Buy
+21
New +$2.31K ﹤0.01% 233

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

High Point Wealth Management's DIS Position: Q3 2026 in Review

High Point Wealth Management held its Walt Disney (DIS) position steady in Q3 2026 at 21 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

High Point Wealth Management first reported a position in DIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.35K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • High Point Wealth Management held 21 shares of Walt Disney worth $2.2K as of Q3 2026.
  • High Point Wealth Management left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up ﹤0.01% of High Point Wealth Management's portfolio in Q3 2026, its #283 holding.
  • High Point Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Walt Disney position peaked at $2.35K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.