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Latitude Advisors’s Walt Disney DIS Stock Holding History

Latitude 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 		$234K Sell
2,235
-703
-24% -$72K 0.07% 228
2026
Q2 		$283K Buy
+2,938
New +$300K 0.11% 197
2026
Q1 		– Sell
-2,264
Closed -$258K – 219
2025
Q4 		$258K Sell
2,264
-394
-15% -$43.4K 0.11% 186
2025
Q3 		$304K Sell
2,658
-223
-8% -$26.3K 0.14% 151
2025
Q2 		$357K Buy
2,881
+41
+1% +$4.26K 0.18% 121
2025
Q1 		$280K Sell
2,840
-71
-2% -$7.63K 0.16% 149
2024
Q4 		$324K Buy
2,911
+138
+5% +$14.5K 0.18% 123
2024
Q3 		$267K Sell
2,773
-35
-1% -$3.22K 0.15% 146
2024
Q2 		$279K Buy
2,808
+186
+7% +$20K 0.17% 127
2024
Q1 		$321K Sell
2,622
-560
-18% -$58.5K 0.2% 112
2023
Q4 		$287K Sell
3,182
-80
-2% -$7.05K 0.2% 121
2023
Q3 		$264K Buy
3,262
+111
+4% +$9.48K 0.19% 126
2023
Q2 		$281K Sell
3,151
-2,128
-40% -$202K 0.2% 118
2023
Q1 		$529K Sell
5,279
-26
-0.5% -$2.62K 0.38% 60
2022
Q4 		$461K Sell
5,305
-57
-1% -$5.45K 0.35% 64
2022
Q3 		$506K Buy
5,362
+771
+17% +$82.5K 0.42% 50
2022
Q2 		$433K Sell
4,591
-3,839
-46% -$426K 0.4% 67
2022
Q1 		$1.16M Buy
8,430
+2,548
+43% +$368K 0.26% 86
2021
Q4 		$911K Buy
5,882
+370
+7% +$59.8K 0.25% 82
2021
Q3 		$932K Buy
5,512
+2,740
+99% +$488K 0.3% 64
2021
Q2 		$487K Buy
2,772
+159
+6% +$28.6K 0.36% 61
2021
Q1 		$482K Sell
2,613
-23
-0.9% -$4.24K 0.39% 54
2020
Q4 		$478K Buy
+2,636
New +$378K 0.42% 60

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

Latitude Advisors's DIS Position: Q3 2026 in Review

Latitude Advisors reduced its Walt Disney (DIS) stake by 24% in Q3 2026, selling an estimated $72K and leaving 2,235 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #228.

Latitude Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q1 2022. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Latitude Advisors held 2,235 shares of Walt Disney worth $234K as of Q3 2026.
  • Latitude Advisors sold 703 Walt Disney shares in Q3 2026, an estimated $72K.
  • Walt Disney made up 0.07% of Latitude Advisors's portfolio in Q3 2026, its #228 holding.
  • Latitude Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Walt Disney position peaked at $1.16M in Q1 2022.
  • 1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.