Maia Wealth’s Walt Disney DIS Stock Holding History

Maia Wealth’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	$496K	Sell	4,724 -2,905	-38%	-$298K	0.07%	216
2026 Q2	$734K	Sell	7,629 -2,833	-27%	-$289K	0.11%	175
2026 Q1	$1.01M	Sell	10,462 -3,419	-25%	-$361K	0.17%	146
2025 Q4	$1.42M	Sell	13,881 -1,276	-8%	-$141K	0.24%	115
2025 Q3	$1.7M	Sell	15,157 -2,717	-15%	-$320K	0.29%	99
2025 Q2	$2.22M	Sell	17,874 -2,457	-12%	-$255K	0.42%	61
2025 Q1	$1.72M	Buy	20,331 +1,863	+10%	+$200K	0.39%	68
2024 Q4	$2.09M	Buy	18,468 +3,162	+21%	+$332K	0.45%	50
2024 Q3	$1.46M	Buy	15,306 +1,778	+13%	+$164K	0.36%	69
2024 Q2	$1.31M	Buy	+13,528	New	+$1.46M	0.39%	63
2023 Q4	$766K	Buy	+8,488	New	+$748K	0.31%	65

Other funds holding DIS

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Maia Wealth's DIS Position: Q3 2026 in Review

Maia Wealth reduced its Walt Disney (DIS) stake by 38% in Q3 2026, selling an estimated $298K and leaving 4,724 shares worth $496K. The position accounts for 0.07% of the portfolio, ranked #216.

Maia Wealth first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q2 2025. 2,520 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Maia Wealth held 4,724 shares of Walt Disney worth $496K as of Q3 2026.
Maia Wealth sold 2,905 Walt Disney shares in Q3 2026, an estimated $298K.
Walt Disney made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #216 holding.
Maia Wealth first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Walt Disney position peaked at $2.22M in Q2 2025.
2,520 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.