Kestra Private Wealth Services
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Kestra Private Wealth Services’s Walt Disney DIS Stock Holding History

Kestra Private Wealth Services’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 		$11.4M Buy
108,830
+12,374
+13% +$1.27M 0.12% 182
2026
Q2 		$9.28M Buy
96,456
+5,394
+6% +$550K 0.1% 218
2026
Q1 		$8.78M Buy
91,062
+15,699
+21% +$1.66M 0.11% 216
2025
Q4 		$8.57M Sell
75,363
-2,394
-3% -$264K 0.11% 209
2025
Q3 		$8.9M Buy
77,757
+571
+0.7% +$67.3K 0.12% 202
2025
Q2 		$9.6M Sell
77,186
-2,133
-3% -$222K 0.14% 178
2025
Q1 		$7.83M Sell
79,319
-1,984
-2% -$213K 0.13% 178
2024
Q4 		$9.05M Buy
81,303
+11,448
+16% +$1.2M 0.15% 153
2024
Q3 		$6.72M Sell
69,855
-26,474
-27% -$2.44M 0.12% 183
2024
Q2 		$9.6M Sell
96,329
-10,310
-10% -$1.11M 0.19% 121
2024
Q1 		$13M Sell
106,639
-1,911
-2% -$200K 0.29% 78
2023
Q4 		$9.8M Buy
108,550
+6,986
+7% +$616K 0.25% 97
2023
Q3 		$8.23M Buy
101,564
+8,553
+9% +$730K 0.26% 95
2023
Q2 		$8.3M Buy
93,011
+3,875
+4% +$367K 0.28% 87
2023
Q1 		$8.93M Buy
89,136
+1,995
+2% +$201K 0.36% 72
2022
Q4 		$7.57M Buy
87,141
+5,508
+7% +$527K 0.38% 68
2022
Q3 		$7.7M Buy
81,633
+3,224
+4% +$345K 0.45% 46
2022
Q2 		$7.4M Sell
78,409
-5,488
-7% -$609K 0.42% 51
2022
Q1 		$11.5M Sell
83,897
-2,760
-3% -$399K 0.57% 29
2021
Q4 		$13.4M Buy
86,657
+4,887
+6% +$789K 0.64% 24
2021
Q3 		$13.8M Buy
81,770
+5,820
+8% +$1.04M 0.77% 14
2021
Q2 		$13.4M Buy
75,950
+12,091
+19% +$2.17M 0.81% 13
2021
Q1 		$11.8M Sell
63,859
-3,140
-5% -$579K 0.82% 14
2020
Q4 		$12.1M Buy
66,999
+1,459
+2% +$209K 0.89% 11
2020
Q3 		$8.08M Buy
+65,540
New +$8.19M 0.7% 23

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Kestra Private Wealth Services's DIS Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Walt Disney (DIS) stake by 13% in Q3 2026, buying an estimated $1.27M and bringing the position to 108,830 shares worth $11.4M. The position accounts for 0.12% of the portfolio, ranked #182.

Kestra Private Wealth Services first reported a position in DIS in Q3 2020 and has held it in 25 quarters since. The position peaked at $13.8M in Q3 2021. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Kestra Private Wealth Services held 108,830 shares of Walt Disney worth $11.4M as of Q3 2026.
  • Kestra Private Wealth Services bought 12,374 Walt Disney shares in Q3 2026, an estimated $1.27M.
  • Walt Disney made up 0.12% of Kestra Private Wealth Services's portfolio in Q3 2026, its #182 holding.
  • Kestra Private Wealth Services first reported a position in Walt Disney in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's Walt Disney position peaked at $13.8M in Q3 2021.
  • 1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.