Members Wealth
DIS icon

Members Wealth’s Walt Disney DIS Stock Holding History

Members 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 		$241K Buy
+2,304
New +$236K 0.12% 112
2025
Q4 		– Sell
-1,964
Closed -$222K – 108
2025
Q3 		$222K Buy
+1,964
New +$231K 0.14% 94
2025
Q1 		– Sell
-2,487
Closed -$272K – 107
2024
Q4 		$272K Buy
+2,487
New +$261K 0.2% 87
2024
Q2 		$237K Buy
+1,949
New +$210K 0.16% 93

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Members Wealth's DIS Position: Q3 2026 in Review

Members Wealth opened a new position in Walt Disney (DIS) in Q3 2026: 2,304 shares worth $241K. The stake represents 0.12% of the portfolio and ranks #112 among its holdings. This is a return to the name: Members Wealth previously reported a position in DIS as recently as Q3 2025.

Members Wealth first reported a position in DIS in Q2 2024 and has held it in 4 quarters since. The position peaked at $272K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Members Wealth held 2,304 shares of Walt Disney worth $241K as of Q3 2026.
  • Walt Disney was a new Members Wealth position in Q3 2026.
  • Walt Disney made up 0.12% of Members Wealth's portfolio in Q3 2026, its #112 holding.
  • Members Wealth first reported a position in Walt Disney in Q2 2024 and has held it in 4 quarters since.
  • Members Wealth's Walt Disney position peaked at $272K in Q4 2024.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.