PWM
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Partnership Wealth Management’s Walt Disney DIS Stock Holding History

Partnership 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 		$1.41M Sell
13,402
-429
-3% -$44K 1% 21
2026
Q2 		$1.33M Buy
13,831
+401
+3% +$40.9K 0.9% 23
2026
Q1 		$1.29M Buy
13,430
+859
+7% +$90.8K 0.99% 22
2025
Q4 		$1.43M Buy
12,571
+600
+5% +$66.1K 1.03% 23
2025
Q3 		$1.37M Buy
11,971
+80
+0.7% +$9.42K 1.06% 24
2025
Q2 		$1.47M Sell
11,891
-229
-2% -$23.8K 1.19% 18
2025
Q1 		$1.2M Sell
12,120
-43
-0.4% -$4.62K 1.02% 23
2024
Q4 		$1.35M Buy
12,163
+420
+4% +$44.1K 1.13% 21
2024
Q3 		$1.13M Buy
11,743
+11,403
+3,354% +$1.05M 0.8% 27
2024
Q2 		$33.8K Hold
340
– – 0.02% 158
2024
Q1 		$41.6K Hold
340
– – 0.03% 154
2023
Q4 		$32.7K Buy
+340
New +$30K 0.02% 159

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Partnership Wealth Management reduced its Walt Disney (DIS) stake by 3.1% in Q3 2026, selling an estimated $44K and leaving 13,402 shares worth $1.41M. The position accounts for 1% of the portfolio, ranked #21.

Partnership Wealth Management first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Partnership Wealth Management held 13,402 shares of Walt Disney worth $1.41M as of Q3 2026.
  • Partnership Wealth Management sold 429 Walt Disney shares in Q3 2026, an estimated $44K.
  • Walt Disney made up 1% of Partnership Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Partnership Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Walt Disney position peaked at $1.47M in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.