Legacy Advisory Services’s Walt Disney DIS Stock Holding History

Legacy Advisory 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	–	Sell	-4,104	Closed	-$395K	–	83
2026 Q2	$395K	Sell	4,104 -95	-2%	-$9.7K	0.28%	33
2026 Q1	$405K	Buy	4,199 +2	+0%	+$211	0.31%	35
2025 Q4	$478K	Hold	4,197	–	–	0.36%	31
2025 Q3	$481K	Hold	4,197	–	–	0.36%	31
2025 Q2	$520K	Sell	4,197 -9	-0.2%	-$935	0.41%	29
2025 Q1	$415K	Sell	4,206 -3,832	-48%	-$412K	0.35%	36
2024 Q4	$895K	Sell	8,038 -164	-2%	-$17.2K	0.76%	22
2024 Q3	$789K	Buy	8,202 +13	+0.2%	+$1.2K	0.68%	21
2024 Q2	$813K	Hold	8,189	–	–	0.74%	22
2024 Q1	$1M	Sell	8,189 -1,383	-14%	-$144K	0.95%	19
2023 Q4	$864K	Buy	+9,572	New	+$844K	0.91%	19

Other funds holding DIS

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Legacy Advisory Services's DIS Position: Q3 2026 in Review

Legacy Advisory Services sold out of Walt Disney (DIS) in Q3 2026, closing a stake of 4,104 shares — an estimated $395K sold.

Legacy Advisory Services first reported a position in DIS in Q4 2023 and held it in 11 quarters. The position peaked at $1M in Q1 2024. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Legacy Advisory Services reported no remaining Walt Disney position as of Q3 2026 after selling out during the quarter.
Legacy Advisory Services sold 4,104 Walt Disney shares in Q3 2026, an estimated $395K.
Legacy Advisory Services first reported a position in Walt Disney in Q4 2023 and held it in 11 quarters.
Legacy Advisory Services's Walt Disney position peaked at $1M in Q1 2024.
916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.