Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s Walt Disney DIS Stock Holding History

Onyx Bridge Wealth Group’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 		$680K Sell
6,481
-781
-11% -$80K 0.06% 203
2026
Q2 		$699K Buy
7,262
+29
+0.4% +$2.96K 0.06% 193
2026
Q1 		$697K Sell
7,233
-65
-0.9% -$6.87K 0.08% 176
2025
Q4 		$830K Sell
7,298
-109
-1% -$12K 0.09% 157
2025
Q3 		$848K Buy
7,407
+776
+12% +$91.4K 0.09% 156
2025
Q2 		$822K Sell
6,631
-622
-9% -$64.6K 0.11% 131
2025
Q1 		$716K Sell
7,253
-378
-5% -$40.6K 0.1% 127
2024
Q4 		$850K Sell
7,631
-717
-9% -$75.3K 0.12% 113
2024
Q3 		$803K Sell
8,348
-144
-2% -$13.2K 0.12% 122
2024
Q2 		$843K Sell
8,492
-180
-2% -$19.4K 0.14% 107
2024
Q1 		$978K Sell
8,672
-3,575
-29% -$373K 0.17% 96
2023
Q4 		$1.11M Buy
12,247
+463
+4% +$40.8K 0.22% 67
2023
Q3 		$955K Buy
11,784
+430
+4% +$36.7K 0.22% 72
2023
Q2 		$1.01M Buy
11,354
+2,832
+33% +$268K 0.24% 78
2023
Q1 		$853K Buy
8,522
+1,935
+29% +$195K 0.34% 55
2022
Q4 		$619K Buy
6,587
+2,029
+45% +$194K 0.25% 58
2022
Q3 		$426K Sell
4,558
-707
-13% -$75.7K 0.19% 88
2022
Q2 		$541K Sell
5,265
-2,090
-28% -$232K 0.24% 57
2022
Q1 		$847K Sell
7,355
-314
-4% -$45.4K 0.32% 36
2021
Q4 		$1.2M Buy
7,669
+492
+7% +$79.5K 0.41% 29
2021
Q3 		$1.23M Buy
7,177
+1,067
+17% +$190K 0.46% 23
2021
Q2 		$1.1M Buy
6,110
+2,177
+55% +$392K 0.47% 21
2021
Q1 		$726K Buy
3,933
+36
+0.9% +$6.64K 0.36% 33
2020
Q4 		$706K Buy
+3,897
New +$559K 0.46% 27

Other funds holding DIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Onyx Bridge Wealth Group's DIS Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Walt Disney (DIS) stake by 11% in Q3 2026, selling an estimated $80K and leaving 6,481 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #203.

Onyx Bridge Wealth Group first reported a position in DIS in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.23M in Q3 2021. 2,377 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Onyx Bridge Wealth Group held 6,481 shares of Walt Disney worth $680K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 781 Walt Disney shares in Q3 2026, an estimated $80K.
  • Walt Disney made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #203 holding.
  • Onyx Bridge Wealth Group first reported a position in Walt Disney in Q4 2020 and has held it in 24 quarters since.
  • Onyx Bridge Wealth Group's Walt Disney position peaked at $1.23M in Q3 2021.
  • 2,377 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.