Mather Group
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Mather Group’s Walt Disney DIS Stock Holding History

Mather Group’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 		$1.45M Sell
13,847
-3,684
-21% -$377K 0.01% 307
2026
Q2 		$1.69M Buy
17,531
+3,552
+25% +$362K 0.01% 291
2026
Q1 		$1.35M Buy
13,979
+1,343
+11% +$142K 0.01% 282
2025
Q4 		$1.44M Sell
12,636
-43
-0.3% -$4.74K 0.01% 237
2025
Q3 		$1.45M Buy
12,679
+803
+7% +$94.6K 0.01% 234
2025
Q2 		$1.47M Sell
11,876
-1,166
-9% -$121K 0.02% 226
2025
Q1 		$1.29M Buy
13,042
+2,048
+19% +$220K 0.01% 224
2024
Q4 		$1.22M Sell
10,994
-826
-7% -$86.8K 0.02% 218
2024
Q3 		$1.14M Sell
11,820
-10,531
-47% -$969K 0.01% 229
2024
Q2 		$2.73M Buy
22,351
+9,524
+74% +$1.03M 0.03% 154
2024
Q1 		$1.16M Sell
12,827
-1,924
-13% -$201K 0.02% 204
2023
Q4 		$1.33M Sell
14,751
-190
-1% -$16.8K 0.02% 194
2023
Q3 		$1.21M Buy
14,941
+3,638
+32% +$311K 0.02% 192
2023
Q2 		$1.01M Buy
11,303
+2,338
+26% +$221K 0.02% 232
2023
Q1 		$898K Buy
8,965
+832
+10% +$83.9K 0.02% 228
2022
Q4 		$707K Sell
8,133
-444
-5% -$42.5K 0.01% 264
2022
Q3 		$809K Buy
8,577
+299
+4% +$32K 0.02% 225
2022
Q2 		$781K Sell
8,278
-677
-8% -$75.1K 0.02% 204
2022
Q1 		$1.23M Buy
8,955
+6,245
+230% +$903K 0.02% 148
2021
Q4 		$420K Sell
2,710
-26
-1% -$4.2K 0.01% 251
2021
Q3 		$463K Sell
2,736
-680
-20% -$121K 0.01% 175
2021
Q2 		$600K Buy
3,416
+69
+2% +$12.4K 0.02% 144
2021
Q1 		$618K Buy
3,347
+332
+11% +$61.2K 0.02% 128
2020
Q4 		$546K Sell
3,015
-494
-14% -$70.9K 0.02% 129
2020
Q3 		$435K Buy
3,509
+194
+6% +$24.2K 0.02% 148
2020
Q2 		$370K Buy
+3,315
New +$366K 0.02% 157
2020
Q1 		– Sell
-2,368
Closed -$342K – 152
2019
Q4 		$342K Buy
+2,368
New +$331K 0.02% 115

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Granite Group Advisors
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return

Mather Group's DIS Position: Q3 2026 in Review

Mather Group reduced its Walt Disney (DIS) stake by 21% in Q3 2026, selling an estimated $377K and leaving 13,847 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #307.

Mather Group first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.73M in Q2 2024. 709 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Mather Group held 13,847 shares of Walt Disney worth $1.45M as of Q3 2026.
  • Mather Group sold 3,684 Walt Disney shares in Q3 2026, an estimated $377K.
  • Walt Disney made up 0.01% of Mather Group's portfolio in Q3 2026, its #307 holding.
  • Mather Group first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Mather Group's Walt Disney position peaked at $2.73M in Q2 2024.
  • 709 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.