MWM
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Mindset Wealth Management’s Walt Disney DIS Stock Holding History

Mindset Wealth Management’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
-450
-14% -$46.1K 0.05% 149
2026
Q2 		$301K Buy
3,131
+400
+15% +$40.8K 0.06% 137
2026
Q1 		$263K Sell
2,731
-158
-5% -$16.7K 0.07% 135
2025
Q4 		$329K Sell
2,889
-193
-6% -$21.3K 0.09% 118
2025
Q3 		$353K Sell
3,082
-200
-6% -$23.6K 0.1% 108
2025
Q2 		$407K Sell
3,282
-187
-5% -$19.4K 0.13% 86
2025
Q1 		$342K Buy
3,469
+113
+3% +$12.1K 0.13% 87
2024
Q4 		$374K Sell
3,356
-656
-16% -$68.9K 0.14% 82
2024
Q3 		$386K Buy
+4,012
New +$369K 0.16% 76

Other funds holding DIS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Mindset Wealth Management's DIS Position: Q3 2026 in Review

Mindset Wealth Management reduced its Walt Disney (DIS) stake by 14% in Q3 2026, selling an estimated $46.1K and leaving 2,681 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #149.

Mindset Wealth Management first reported a position in DIS in Q3 2024 and has held it in 9 quarters since. The position peaked at $407K in Q2 2025. 561 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Mindset Wealth Management held 2,681 shares of Walt Disney worth $281K as of Q3 2026.
  • Mindset Wealth Management sold 450 Walt Disney shares in Q3 2026, an estimated $46.1K.
  • Walt Disney made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Mindset Wealth Management first reported a position in Walt Disney in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Walt Disney position peaked at $407K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.