Horizons Wealth Management’s Walt Disney DIS Stock Holding History

Horizons 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	$2.62K	Buy	+25	New	+$2.56K	﹤0.01%	156
2026 Q1	$2.41K	Hold	25	–	–	﹤0.01%	163
2025 Q4	$2.84K	Hold	25	–	–	﹤0.01%	162
2025 Q3	$2.86K	Hold	25	–	–	﹤0.01%	162
2025 Q2	$3.1K	Hold	25	–	–	﹤0.01%	163
2025 Q1	$2.47K	Buy	+25	New	+$2.69K	﹤0.01%	169
2023 Q3	–	Sell	-13	Closed	-$1.16K	–	197
2023 Q2	$1.16K	Buy	+13	New	+$1.23K	﹤0.01%	203

Other funds holding DIS

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Horizons Wealth Management's DIS Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Walt Disney (DIS) in Q3 2026: 25 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #156 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in DIS as recently as Q1 2026.

Horizons Wealth Management first reported a position in DIS in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.1K in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Horizons Wealth Management held 25 shares of Walt Disney worth $2.62K as of Q3 2026.
Walt Disney was a new Horizons Wealth Management position in Q3 2026.
Walt Disney made up ﹤0.01% of Horizons Wealth Management's portfolio in Q3 2026, its #156 holding.
Horizons Wealth Management first reported a position in Walt Disney in Q2 2023 and has held it in 7 quarters since.
Horizons Wealth Management's Walt Disney position peaked at $3.1K in Q2 2025.
141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.