MAM
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Marotta Asset Management’s Walt Disney DIS Stock Holding History

Marotta Asset Management’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
Q2 		$296K Buy
3,093
+64
+2% +$6.53K 0.05% 84
2026
Q1 		$292K Hold
3,029
– – 0.05% 85
2025
Q4 		$345K Sell
3,029
-100
-3% -$11K 0.06% 79
2025
Q3 		$353K Hold
3,129
– – 0.07% 80
2025
Q2 		$388K Sell
3,129
-618
-16% -$64.2K 0.08% 73
2025
Q1 		$360K Buy
3,747
+149
+4% +$16K 0.07% 86
2024
Q4 		$399K Sell
3,598
-149
-4% -$15.7K 0.08% 81
2024
Q3 		$360K Sell
3,747
-96
-2% -$8.83K 0.07% 86
2024
Q2 		$377K Buy
3,843
+94
+3% +$10.1K 0.08% 83
2024
Q1 		$459K Sell
3,749
-115
-3% -$12K 0.09% 72
2023
Q4 		$349K Sell
3,864
-123
-3% -$10.8K 0.07% 83
2023
Q3 		$323K Buy
3,987
+63
+2% +$5.38K 0.07% 87
2023
Q2 		$350K Buy
+3,924
New +$372K 0.08% 81
2022
Q4 		$345K Sell
3,970
-82
-2% -$7.84K 0.08% 81
2022
Q3 		$382K Hold
4,052
– – 0.1% 71
2022
Q2 		$390K Sell
4,052
-140
-3% -$15.5K 0.1% 75
2022
Q1 		$575K Sell
4,192
-338
-7% -$48.9K 0.13% 66
2021
Q4 		$702K Buy
4,530
+47
+1% +$7.59K 0.16% 55
2021
Q3 		$758K Buy
4,483
+114
+3% +$20.3K 0.18% 50
2021
Q2 		$774K Buy
4,369
+150
+4% +$27K 0.19% 50
2021
Q1 		$797K Buy
4,219
+75
+2% +$13.8K 0.2% 44
2020
Q4 		$751K Sell
4,144
-4
-0.1% -$574 0.2% 43
2020
Q3 		$515K Sell
4,148
-383
-8% -$47.9K 0.16% 50
2020
Q2 		$505K Sell
4,531
-8
-0.2% -$883 0.16% 51
2020
Q1 		$431K Sell
4,539
-908
-17% -$115K 0.17% 51
2019
Q4 		$770K Buy
+5,447
New +$760K 0.24% 47

Other funds holding DIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return