Meriwether Wealth & Planning’s Walt Disney DIS Stock Holding History

Meriwether Wealth & Planning’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	$213K	Sell	2,034 -136	-6%	-$13.9K	0.1%	109
2026 Q2	$209K	Sell	2,170 -30	-1%	-$3.06K	0.1%	119
2026 Q1	$212K	Sell	2,200 -439	-17%	-$46.4K	0.12%	116
2025 Q4	$300K	Sell	2,639 -70	-3%	-$7.71K	0.17%	84
2025 Q3	$310K	Sell	2,709 -46	-2%	-$5.42K	0.18%	84
2025 Q2	$342K	Sell	2,755 -456	-14%	-$47.4K	0.21%	79
2025 Q1	$317K	Buy	3,211 +19	+0.6%	+$2.04K	0.21%	84
2024 Q4	$355K	Buy	+3,192	New	+$335K	0.25%	72

Other funds holding DIS

Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GGA

Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return

Meriwether Wealth & Planning's DIS Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Walt Disney (DIS) stake by 6.3% in Q3 2026, selling an estimated $13.9K and leaving 2,034 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #109.

Meriwether Wealth & Planning first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $355K in Q4 2024. 668 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Meriwether Wealth & Planning held 2,034 shares of Walt Disney worth $213K as of Q3 2026.
Meriwether Wealth & Planning sold 136 Walt Disney shares in Q3 2026, an estimated $13.9K.
Walt Disney made up 0.1% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #109 holding.
Meriwether Wealth & Planning first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Walt Disney position peaked at $355K in Q4 2024.
668 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.