Orca Wealth Management’s Walt Disney DIS Stock Holding History

Orca 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	$398K	Sell	3,797 -37	-1%	-$3.79K	0.24%	58
2026 Q2	$369K	Sell	3,834 -38	-1%	-$3.87K	0.22%	58
2026 Q1	$373K	Hold	3,872	–	–	0.27%	56
2025 Q4	$400K	Sell	3,872 -209	-5%	-$23K	0.29%	52
2025 Q3	$467K	Sell	4,081 -135	-3%	-$15.9K	0.35%	51
2025 Q2	$523K	Sell	4,216 -115	-3%	-$11.9K	0.44%	47
2025 Q1	$427K	Buy	4,331 +199	+5%	+$21.4K	0.38%	47
2024 Q4	$460K	Buy	+4,132	New	+$434K	0.41%	48

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Orca Wealth Management reduced its Walt Disney (DIS) stake by 0.97% in Q3 2026, selling an estimated $3.79K and leaving 3,797 shares worth $398K. The position accounts for 0.24% of the portfolio, ranked #58.

Orca Wealth Management first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $523K in Q2 2025. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Orca Wealth Management held 3,797 shares of Walt Disney worth $398K as of Q3 2026.
Orca Wealth Management sold 37 Walt Disney shares in Q3 2026, an estimated $3.79K.
Walt Disney made up 0.24% of Orca Wealth Management's portfolio in Q3 2026, its #58 holding.
Orca Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Walt Disney position peaked at $523K in Q2 2025.
2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.