Opal Wealth Advisors
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Opal Wealth Advisors’s Walt Disney DIS Stock Holding History

Opal Wealth Advisors’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 		$595K Sell
5,675
-402
-7% -$41.2K 0.12% 85
2026
Q2 		$585K Sell
6,077
-105
-2% -$10.7K 0.13% 84
2026
Q1 		$596K Sell
6,182
-207
-3% -$21.9K 0.13% 86
2025
Q4 		$727K Sell
6,389
-58
-0.9% -$6.39K 0.19% 71
2025
Q3 		$738K Sell
6,447
-32
-0.5% -$3.77K 0.21% 64
2025
Q2 		$803K Buy
6,479
+377
+6% +$39.2K 0.22% 48
2025
Q1 		$602K Sell
6,102
-2,484
-29% -$267K 0.19% 66
2024
Q4 		$956K Buy
8,586
+2,029
+31% +$213K 0.29% 47
2024
Q3 		$631K Sell
6,557
-74
-1% -$6.81K 0.2% 67
2024
Q2 		$658K Sell
6,631
-534
-7% -$57.5K 0.21% 59
2024
Q1 		$877K Buy
7,165
+40
+0.6% +$4.18K 0.3% 45
2023
Q4 		$643K Buy
7,125
+954
+15% +$84.1K 0.25% 63
2023
Q3 		$500K Buy
6,171
+2,559
+71% +$219K 0.29% 55
2023
Q2 		$322K Buy
+3,612
New +$342K 0.16% 83
2023
Q1 		– Sell
-2,679
Closed -$233K – 120
2022
Q4 		$233K Sell
2,679
-523
-16% -$50K 0.13% 105
2022
Q3 		$302K Sell
3,202
-301
-9% -$32.2K 0.22% 64
2022
Q2 		$331K Buy
3,503
+149
+4% +$16.5K 0.22% 60
2022
Q1 		$460K Sell
3,354
-349
-9% -$50.5K 0.4% 33
2021
Q4 		$574K Sell
3,703
-2,479
-40% -$400K 0.36% 47
2021
Q3 		$1.05M Buy
6,182
+1,117
+22% +$199K 1.01% 18
2021
Q2 		$890K Buy
5,065
+83
+2% +$14.9K 0.83% 22
2021
Q1 		$919K Buy
4,982
+1,712
+52% +$316K 1% 16
2020
Q4 		$592K Buy
+3,270
New +$469K 0.74% 22

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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
Granite Group Advisors
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return

Opal Wealth Advisors's DIS Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Walt Disney (DIS) stake by 6.6% in Q3 2026, selling an estimated $41.2K and leaving 5,675 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #85.

Opal Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q3 2021. 725 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Opal Wealth Advisors held 5,675 shares of Walt Disney worth $595K as of Q3 2026.
  • Opal Wealth Advisors sold 402 Walt Disney shares in Q3 2026, an estimated $41.2K.
  • Walt Disney made up 0.12% of Opal Wealth Advisors's portfolio in Q3 2026, its #85 holding.
  • Opal Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Walt Disney position peaked at $1.05M in Q3 2021.
  • 725 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.