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Inspirion Wealth Advisors’s Walt Disney DIS Stock Holding History

Inspirion Wealth 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 		$318K Sell
3,027
-243
-7% -$24.9K 0.04% 130
2026
Q2 		$313K Sell
3,270
-159
-5% -$16.2K 0.04% 136
2026
Q1 		$330K Sell
3,429
-998
-23% -$105K 0.04% 127
2025
Q4 		$504K Buy
4,427
+772
+21% +$85K 0.06% 104
2025
Q3 		$352K Sell
3,655
-772
-17% -$90.9K 0.05% 110
2025
Q2 		$549K Buy
4,427
+750
+20% +$77.9K 0.07% 96
2025
Q1 		$363K Sell
3,677
-3
-0.1% -$322 0.05% 112
2024
Q4 		$410K Buy
3,680
+25
+0.7% +$2.63K 0.06% 106
2024
Q3 		$352K Sell
3,655
-164
-4% -$15.1K 0.05% 110
2024
Q2 		$379K Buy
3,819
+7
+0.2% +$754 0.06% 102
2024
Q1 		$466K Sell
3,812
-6
-0.2% -$627 0.08% 93
2023
Q4 		$346K Sell
3,818
-1,474
-28% -$130K 0.06% 103
2023
Q3 		$429K Buy
5,292
+44
+0.8% +$3.76K 0.08% 91
2023
Q2 		$469K Sell
5,248
-56
-1% -$5.3K 0.09% 87
2023
Q1 		$531K Sell
5,304
-40
-0.7% -$4.03K 0.11% 78
2022
Q4 		$464K Sell
5,344
-31
-0.6% -$2.96K 0.1% 83
2022
Q3 		$507K Hold
5,375
– – 0.11% 76
2022
Q2 		$507K Buy
5,375
+1,256
+30% +$139K 0.11% 75
2022
Q1 		$565K Buy
4,119
+1,195
+41% +$173K 0.12% 62
2021
Q4 		$453K Buy
2,924
+29
+1% +$4.68K 0.1% 68
2021
Q3 		$490K Buy
2,895
+103
+4% +$18.4K 0.11% 58
2021
Q2 		$491K Sell
2,792
-85
-3% -$15.3K 0.12% 56
2021
Q1 		$531K Buy
2,877
+329
+13% +$60.7K 0.14% 54
2020
Q4 		$462K Sell
2,548
-31
-1% -$4.45K 0.13% 52
2020
Q3 		$320K Buy
2,579
+20
+0.8% +$2.5K 0.11% 59
2020
Q2 		$285K Hold
2,559
– – 0.11% 60
2020
Q1 		$247K Sell
2,559
-85
-3% -$10.7K 0.12% 57
2019
Q4 		$382K Buy
2,644
+78
+3% +$10.9K 0.13% 53
2019
Q3 		$334K Buy
2,566
+813
+46% +$112K 0.15% 53
2019
Q2 		$245K Sell
1,753
-214
-11% -$28.4K 0.11% 66
2019
Q1 		$218K Sell
1,967
-20
-1% -$2.23K 0.1% 69
2018
Q4 		$218K Buy
1,987
+100
+5% +$11.4K 0.11% 65
2018
Q3 		$221K Buy
+1,887
New +$210K 0.09% 69

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
EB
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
JC
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

Inspirion Wealth Advisors's DIS Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its Walt Disney (DIS) stake by 7.4% in Q3 2026, selling an estimated $24.9K and leaving 3,027 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #130.

Inspirion Wealth Advisors first reported a position in DIS in Q3 2018 and has held it in 33 quarters since. The position peaked at $565K in Q1 2022. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Inspirion Wealth Advisors held 3,027 shares of Walt Disney worth $318K as of Q3 2026.
  • Inspirion Wealth Advisors sold 243 Walt Disney shares in Q3 2026, an estimated $24.9K.
  • Walt Disney made up 0.04% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #130 holding.
  • Inspirion Wealth Advisors first reported a position in Walt Disney in Q3 2018 and has held it in 33 quarters since.
  • Inspirion Wealth Advisors's Walt Disney position peaked at $565K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.