McCarter Private Wealth Services’s Walt Disney DIS Stock Holding History

McCarter Private Wealth Services’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	$233K	Buy	+2,220	New	+$227K	0.08%	166
2026 Q2	–	Sell	-2,510	Closed	-$242K	–	188
2026 Q1	$242K	Sell	2,510 -2,845	-53%	-$301K	0.11%	152
2025 Q4	$609K	Buy	5,355 +1,615	+43%	+$178K	0.27%	76
2025 Q3	$428K	Buy	3,740 +66	+2%	+$7.77K	0.22%	90
2025 Q2	$456K	Buy	3,674 +922	+34%	+$95.8K	0.26%	71
2025 Q1	$272K	Sell	2,752 -7	-0.3%	-$752	0.18%	88
2024 Q4	$307K	Buy	2,759 +9	+0.3%	+$945	0.19%	80
2024 Q3	$265K	Buy	+2,750	New	+$253K	0.17%	85

Other funds holding DIS

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

McCarter Private Wealth Services's DIS Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in Walt Disney (DIS) in Q3 2026: 2,220 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #166 among its holdings. This is a return to the name: McCarter Private Wealth Services previously reported a position in DIS as recently as Q1 2026.

McCarter Private Wealth Services first reported a position in DIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $609K in Q4 2025. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

McCarter Private Wealth Services held 2,220 shares of Walt Disney worth $233K as of Q3 2026.
Walt Disney was a new McCarter Private Wealth Services position in Q3 2026.
Walt Disney made up 0.08% of McCarter Private Wealth Services's portfolio in Q3 2026, its #166 holding.
McCarter Private Wealth Services first reported a position in Walt Disney in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Walt Disney position peaked at $609K in Q4 2025.
916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.