Jeppson Wealth Management
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Jeppson Wealth Management’s Walt Disney DIS Stock Holding History

Jeppson 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 		$5.18M Buy
49,410
+1,289
+3% +$132K 1.48% 11
2026
Q2 		$4.63M Buy
48,121
+407
+0.9% +$41.5K 1.36% 13
2026
Q1 		$4.6M Sell
47,714
-123
-0.3% -$13K 1.44% 11
2025
Q4 		$5.44M Sell
47,837
-226
-0.5% -$24.9K 1.72% 10
2025
Q3 		$5.5M Buy
48,063
+90
+0.2% +$10.6K 1.76% 10
2025
Q2 		$5.95M Sell
47,973
-427
-0.9% -$44.4K 2.06% 9
2025
Q1 		$4.78M Buy
48,400
+123
+0.3% +$13.2K 1.75% 10
2024
Q4 		$5.38M Sell
48,277
-400
-0.8% -$42K 1.95% 9
2024
Q3 		$4.68M Buy
48,677
+358
+0.7% +$32.9K 1.68% 11
2024
Q2 		$4.8M Sell
48,319
-15
-0% -$1.62K 1.83% 10
2024
Q1 		$5.91M Buy
48,334
+6,899
+17% +$721K 2.29% 7
2023
Q4 		$3.74M Buy
41,435
+2,991
+8% +$264K 1.55% 9
2023
Q3 		$3.12M Buy
38,444
+1,744
+5% +$149K 1.43% 13
2023
Q2 		$3.28M Sell
36,700
-3,204
-8% -$304K 1.43% 12
2023
Q1 		$4M Sell
39,904
-270
-0.7% -$27.2K 1.74% 8
2022
Q4 		$3.49M Buy
40,174
+1,061
+3% +$101K 1.47% 9
2022
Q3 		$3.69M Sell
39,113
-1,244
-3% -$133K 1.67% 9
2022
Q2 		$3.81M Buy
40,357
+6,616
+20% +$734K 1.64% 9
2022
Q1 		$4.63M Buy
33,741
+12,664
+60% +$1.83M 2.16% 7
2021
Q4 		$3.26M Buy
21,077
+1,007
+5% +$163K 1.58% 12
2021
Q3 		$3.4M Sell
20,070
-45
-0.2% -$8.02K 1.77% 9
2021
Q2 		$3.54M Buy
20,115
+451
+2% +$81.1K 1.93% 7
2021
Q1 		$3.63M Sell
19,664
-30
-0.2% -$5.53K 2.16% 7
2020
Q4 		$3.57M Sell
19,694
-19
-0.1% -$2.73K 2.37% 7
2020
Q3 		$2.45M Buy
+19,713
New +$2.46M 1.92% 6

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
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 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

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

Jeppson Wealth Management increased its Walt Disney (DIS) stake by 2.7% in Q3 2026, buying an estimated $132K and bringing the position to 49,410 shares worth $5.18M. The position accounts for 1.48% of the portfolio, ranked #11.

Jeppson Wealth Management first reported a position in DIS in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.95M in Q2 2025. 749 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Jeppson Wealth Management held 49,410 shares of Walt Disney worth $5.18M as of Q3 2026.
  • Jeppson Wealth Management bought 1,289 Walt Disney shares in Q3 2026, an estimated $132K.
  • Walt Disney made up 1.48% of Jeppson Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Jeppson Wealth Management first reported a position in Walt Disney in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Walt Disney position peaked at $5.95M in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.