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Matthew Hamilton Rosenberg’s Walt Disney DIS Stock Holding History

Matthew Hamilton Rosenberg’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 		$249K Sell
2,369
-91
-4% -$9.32K 0.04% 189
2026
Q2 		$237K Buy
2,460
+532
+28% +$54.2K 0.04% 199
2026
Q1 		$186K Sell
1,928
-880
-31% -$93K 0.04% 225
2025
Q4 		$319K Buy
2,808
+1,725
+159% +$190K 0.07% 139
2025
Q3 		$124K Sell
1,083
-10
-0.9% -$1.18K 0.03% 287
2025
Q2 		$136K Sell
1,093
-221
-17% -$23K 0.03% 273
2025
Q1 		$130K Buy
1,314
+49
+4% +$5.27K 0.03% 265
2024
Q4 		$141K Buy
1,265
+247
+24% +$25.9K 0.04% 247
2024
Q3 		$97.9K Buy
1,018
+95
+10% +$8.74K 0.03% 327
2024
Q2 		$90.5K Sell
923
-349
-27% -$37.6K 0.03% 320
2024
Q1 		$155K Sell
1,272
-204
-14% -$21.3K 0.04% 233
2023
Q4 		$133K Sell
1,476
-953
-39% -$84K 0.04% 246
2023
Q3 		$197K Sell
2,429
-404
-14% -$34.5K 0.07% 159
2023
Q2 		$253K Sell
2,833
-897
-24% -$85K 0.09% 138
2023
Q1 		$373K Sell
3,730
-206
-5% -$20.8K 0.12% 95
2022
Q4 		$342K Buy
3,936
+110
+3% +$10.5K 0.12% 106
2022
Q3 		$360K Buy
3,826
+118
+3% +$12.6K 0.14% 91
2022
Q2 		$356K Buy
3,708
+204
+6% +$22.6K 0.13% 98
2022
Q1 		$481K Sell
3,504
-26
-0.7% -$3.76K 0.17% 74
2021
Q4 		$547K Buy
3,530
+11
+0.3% +$1.78K 0.19% 63
2021
Q3 		$595K Buy
3,519
+124
+4% +$22.1K 0.24% 54
2021
Q2 		$597K Buy
3,395
+75
+2% +$13.5K 0.31% 39
2021
Q1 		$613K Buy
3,320
+31
+0.9% +$5.72K 0.35% 33
2020
Q4 		$596K Buy
3,289
+54
+2% +$7.75K 0.37% 34
2020
Q3 		$401K Hold
3,235
– – 0.29% 40
2020
Q2 		$361K Buy
3,235
+747
+30% +$82.5K 0.29% 41
2020
Q1 		$241K Buy
+2,488
New +$315K 0.24% 47

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's DIS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Walt Disney (DIS) stake by 3.7% in Q3 2026, selling an estimated $9.32K and leaving 2,369 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #189.

Matthew Hamilton Rosenberg first reported a position in DIS in Q1 2020 and has held it in 27 quarters since. The position peaked at $613K in Q1 2021. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,369 shares of Walt Disney worth $249K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 91 Walt Disney shares in Q3 2026, an estimated $9.32K.
  • Walt Disney made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #189 holding.
  • Matthew Hamilton Rosenberg first reported a position in Walt Disney in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Walt Disney position peaked at $613K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.