Holos Integrated Wealth’s Walt Disney DIS Stock Holding History

Holos Integrated Wealth’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	$61.3K	Buy	559 +492	+734%	+$50.4K	0.03%	152
2026 Q2	$6.53K	Sell	67 -1,960	-97%	-$200K	﹤0.01%	291
2026 Q1	$194K	Hold	2,027	–	–	0.1%	87
2025 Q4	$227K	Buy	2,027 +2	+0.1%	+$220	0.13%	61
2025 Q3	$221K	Hold	2,025	–	–	0.13%	61
2025 Q2	$228K	Sell	2,025 -82	-4%	-$8.52K	0.14%	54
2025 Q1	$208K	Hold	2,107	–	–	0.14%	64
2024 Q4	$235K	Buy	+2,107	New	+$221K	0.16%	50

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

Holos Integrated Wealth's DIS Position: Q3 2026 in Review

Holos Integrated Wealth increased its Walt Disney (DIS) stake by 734% in Q3 2026, buying an estimated $50.4K and bringing the position to 559 shares worth $61.3K. The position accounts for 0.03% of the portfolio, ranked #152.

Holos Integrated Wealth first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $235K in Q4 2024. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Holos Integrated Wealth held 559 shares of Walt Disney worth $61.3K as of Q3 2026.
Holos Integrated Wealth bought 492 Walt Disney shares in Q3 2026, an estimated $50.4K.
Walt Disney made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #152 holding.
Holos Integrated Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Walt Disney position peaked at $235K in Q4 2024.
916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.