Miller Financial Services’s Walt Disney DIS Stock Holding History

Miller Financial 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	$281K	Sell	2,681 -120	-4%	-$12.3K	0.21%	108
2026 Q2	$270K	Sell	2,801 -380	-12%	-$38.7K	0.22%	107
2026 Q1	$307K	Sell	3,181 -110	-3%	-$11.6K	0.34%	84
2025 Q4	$374K	Sell	3,291 -715	-18%	-$78.7K	0.44%	61
2025 Q3	$459K	Sell	4,006 -30	-0.7%	-$3.53K	0.53%	58
2025 Q2	$501K	Sell	4,036 -75	-2%	-$7.79K	0.64%	52
2025 Q1	$406K	Sell	4,111 -292	-7%	-$31.4K	0.58%	57
2024 Q4	$490K	Buy	+4,403	New	+$463K	0.41%	78

Other funds holding DIS

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Miller Financial Services's DIS Position: Q3 2026 in Review

Miller Financial Services reduced its Walt Disney (DIS) stake by 4.3% in Q3 2026, selling an estimated $12.3K and leaving 2,681 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #108.

Miller Financial Services first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $501K in Q2 2025. 1,392 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Miller Financial Services held 2,681 shares of Walt Disney worth $281K as of Q3 2026.
Miller Financial Services sold 120 Walt Disney shares in Q3 2026, an estimated $12.3K.
Walt Disney made up 0.21% of Miller Financial Services's portfolio in Q3 2026, its #108 holding.
Miller Financial Services first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's Walt Disney position peaked at $501K in Q2 2025.
1,392 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.