Peterson Wealth Services
DIS icon

Peterson Wealth Services’s Walt Disney DIS Stock Holding History

Peterson Wealth Services’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 		$1.05K Hold
10
– – ﹤0.01% 218
2026
Q2 		$963 Hold
10
– – ﹤0.01% 241
2026
Q1 		$964 Buy
+10
New +$1.06K ﹤0.01% 210
2025
Q1 		– Sell
-70
Closed -$7.8K – 210
2024
Q4 		$7.8K Hold
70
– – ﹤0.01% 186
2024
Q3 		$6.73K Buy
+70
New +$6.44K ﹤0.01% 191

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Peterson Wealth Services's DIS Position: Q3 2026 in Review

Peterson Wealth Services held its Walt Disney (DIS) position steady in Q3 2026 at 10 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Peterson Wealth Services first reported a position in DIS in Q3 2024 and has held it in 5 quarters since. The position peaked at $7.8K in Q4 2024. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Peterson Wealth Services held 10 shares of Walt Disney worth $1.05K as of Q3 2026.
  • Peterson Wealth Services left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #218 holding.
  • Peterson Wealth Services first reported a position in Walt Disney in Q3 2024 and has held it in 5 quarters since.
  • Peterson Wealth Services's Walt Disney position peaked at $7.8K in Q4 2024.
  • 1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.