Osprey Private Wealth’s Walt Disney DIS Stock Holding History

Osprey Private Wealth’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	$6.33M	Sell	60,320 -3,277	-5%	-$336K	1.53%	23
2026 Q2	$6.12M	Buy	63,597 +1,742	+3%	+$178K	1.58%	25
2026 Q1	$5.96M	Buy	61,855 +6,065	+11%	+$641K	1.73%	25
2025 Q4	$6.35M	Buy	55,790 +9,635	+21%	+$1.06M	1.83%	21
2025 Q3	$5.28M	Buy	46,155 +10,605	+30%	+$1.25M	1.92%	20
2025 Q2	$4.41M	Sell	35,550 -175	-0.5%	-$18.2K	2.4%	17
2025 Q1	$3.53M	Buy	35,725 +6,740	+23%	+$724K	2.09%	22
2024 Q4	$3.23M	Buy	28,985 +750	+3%	+$78.8K	2.25%	18
2024 Q3	$2.72M	Buy	+28,235	New	+$2.6M	1.9%	23

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

Osprey Private Wealth's DIS Position: Q3 2026 in Review

Osprey Private Wealth reduced its Walt Disney (DIS) stake by 5.2% in Q3 2026, selling an estimated $336K and leaving 60,320 shares worth $6.33M. The position accounts for 1.53% of the portfolio, ranked #23.

Osprey Private Wealth first reported a position in DIS in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.35M in Q4 2025. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Osprey Private Wealth held 60,320 shares of Walt Disney worth $6.33M as of Q3 2026.
Osprey Private Wealth sold 3,277 Walt Disney shares in Q3 2026, an estimated $336K.
Walt Disney made up 1.53% of Osprey Private Wealth's portfolio in Q3 2026, its #23 holding.
Osprey Private Wealth first reported a position in Walt Disney in Q3 2024 and has held it in 9 quarters since.
Osprey Private Wealth's Walt Disney position peaked at $6.35M in Q4 2025.
2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Osprey Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.