Legacy Edge Advisors
DIS icon

Legacy Edge Advisors’s Walt Disney DIS Stock Holding History

Legacy Edge 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 		$245K Sell
2,331
-491
-17% -$50.3K 0.02% 223
2026
Q2 		$272K Sell
2,822
-162
-5% -$16.5K 0.03% 197
2026
Q1 		$288K Sell
2,984
-2
-0.1% -$211 0.03% 185
2025
Q4 		$340K Sell
2,986
-26
-0.9% -$2.86K 0.04% 168
2025
Q3 		$345K Buy
3,012
+93
+3% +$11K 0.04% 160
2025
Q2 		$362K Sell
2,919
-145
-5% -$15.1K 0.05% 146
2025
Q1 		$302K Buy
3,064
+26
+0.9% +$2.79K 0.05% 147
2024
Q4 		$337K Sell
3,038
-527
-15% -$55.4K 0.05% 137
2024
Q3 		$343K Sell
3,565
-288
-7% -$26.5K 0.05% 135
2024
Q2 		$383K Buy
3,853
+804
+26% +$86.5K 0.07% 120
2024
Q1 		$373K Sell
3,049
-461
-13% -$48.2K 0.08% 114
2023
Q4 		$317K Buy
+3,510
New +$309K 0.07% 121

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Legacy Edge Advisors's DIS Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Walt Disney (DIS) stake by 17% in Q3 2026, selling an estimated $50.3K and leaving 2,331 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #223.

Legacy Edge Advisors first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $383K in Q2 2024. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Legacy Edge Advisors held 2,331 shares of Walt Disney worth $245K as of Q3 2026.
  • Legacy Edge Advisors sold 491 Walt Disney shares in Q3 2026, an estimated $50.3K.
  • Walt Disney made up 0.02% of Legacy Edge Advisors's portfolio in Q3 2026, its #223 holding.
  • Legacy Edge Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's Walt Disney position peaked at $383K in Q2 2024.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.