ORBA Wealth Advisors’s Walt Disney DIS Stock Holding History

ORBA 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	–	Sell	-2,325	Closed	-$224K	–	83
2026 Q2	$224K	Sell	2,325 -1,720	-43%	-$175K	0.19%	79
2026 Q1	$390K	Sell	4,045 -200	-5%	-$21.1K	0.46%	52
2025 Q4	$483K	Sell	4,245 -453	-10%	-$49.9K	0.42%	51
2025 Q3	$538K	Hold	4,698	–	–	0.44%	47
2025 Q2	$583K	Buy	4,698 +590	+14%	+$61.3K	0.53%	44
2025 Q1	$405K	Hold	4,108	–	–	0.2%	72
2024 Q4	$457K	Sell	4,108 -100	-2%	-$10.5K	0.24%	67
2024 Q3	$405K	Sell	4,208 -318	-7%	-$29.3K	0.2%	75
2024 Q2	$449K	Buy	4,526 +369	+9%	+$39.7K	0.23%	68
2024 Q1	$509K	Buy	4,157 +1,200	+41%	+$125K	0.28%	53
2023 Q4	$267K	Buy	+2,957	New	+$261K	0.16%	79

Other funds holding DIS

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 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

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

ORBA Wealth Advisors sold out of Walt Disney (DIS) in Q3 2026, closing a stake of 2,325 shares — an estimated $224K sold.

ORBA Wealth Advisors first reported a position in DIS in Q4 2023 and held it in 11 quarters. The position peaked at $583K in Q2 2025. 1,147 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

ORBA Wealth Advisors reported no remaining Walt Disney position as of Q3 2026 after selling out during the quarter.
ORBA Wealth Advisors sold 2,325 Walt Disney shares in Q3 2026, an estimated $224K.
ORBA Wealth Advisors first reported a position in Walt Disney in Q4 2023 and held it in 11 quarters.
ORBA Wealth Advisors's Walt Disney position peaked at $583K in Q2 2025.
1,147 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.