Physician Wealth Advisors
DIS icon

Physician Wealth Advisors’s Walt Disney DIS Stock Holding History

Physician 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 		$453K Sell
4,321
-17
-0.4% -$1.74K 0.05% 126
2026
Q2 		$418K Buy
4,338
+168
+4% +$17.1K 0.05% 131
2026
Q1 		$402K Buy
4,170
+1,690
+68% +$179K 0.06% 120
2025
Q4 		$282K Sell
2,480
-41
-2% -$4.52K 0.04% 148
2025
Q3 		$289K Sell
2,521
-85
-3% -$10K 0.04% 144
2025
Q2 		$323K Buy
2,606
+87
+3% +$9.04K 0.05% 134
2025
Q1 		$249K Buy
2,519
+38
+2% +$4.08K 0.04% 152
2024
Q4 		$276K Sell
2,481
-126
-5% -$13.2K 0.05% 146
2024
Q3 		$246K Sell
2,607
-303
-10% -$27.9K 0.04% 159
2024
Q2 		$287K Sell
2,910
-150
-5% -$16.1K 0.05% 129
2024
Q1 		$348K Sell
3,060
-392
-11% -$40.9K 0.07% 113
2023
Q4 		$328K Sell
3,452
-199
-5% -$17.5K 0.07% 113
2023
Q3 		$309K Sell
3,651
-544
-13% -$46.5K 0.08% 105
2023
Q2 		$380K Buy
4,195
+12
+0.3% +$1.14K 0.09% 93
2023
Q1 		$413K Buy
4,183
+34
+0.8% +$3.43K 0.11% 86
2022
Q4 		$440K Buy
4,149
+195
+5% +$18.7K 0.12% 84
2022
Q3 		$399K Buy
3,954
+188
+5% +$20.1K 0.12% 86
2022
Q2 		$400K Buy
3,766
+359
+11% +$39.8K 0.12% 95
2022
Q1 		$396K Buy
3,407
+385
+13% +$55.7K 0.11% 97
2021
Q4 		$477K Sell
3,022
-21
-0.7% -$3.39K 0.13% 90
2021
Q3 		$537K Sell
3,043
-9
-0.3% -$1.6K 0.15% 83
2021
Q2 		$534K Buy
3,052
+444
+17% +$79.9K 0.15% 81
2021
Q1 		$492K Hold
2,608
– – 0.16% 81
2020
Q4 		$477K Buy
2,608
+11
+0.4% +$1.58K 0.16% 81
2020
Q3 		$312K Sell
2,597
-116
-4% -$14.5K 0.13% 94
2020
Q2 		$349K Sell
2,713
-508
-16% -$56.1K 0.14% 88
2020
Q1 		$325K Buy
3,221
+1,242
+63% +$157K 0.16% 77
2019
Q4 		$285K Hold
1,979
– – 0.13% 91
2019
Q3 		$296K Buy
+1,979
New +$274K 0.14% 88

Other funds holding DIS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Walt Disney (DIS) stake by 0.39% in Q3 2026, selling an estimated $1.74K and leaving 4,321 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #126.

Physician Wealth Advisors first reported a position in DIS in Q3 2019 and has held it in 29 quarters since. The position peaked at $537K in Q3 2021. 2,544 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Physician Wealth Advisors held 4,321 shares of Walt Disney worth $453K as of Q3 2026.
  • Physician Wealth Advisors sold 17 Walt Disney shares in Q3 2026, an estimated $1.74K.
  • Walt Disney made up 0.05% of Physician Wealth Advisors's portfolio in Q3 2026, its #126 holding.
  • Physician Wealth Advisors first reported a position in Walt Disney in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's Walt Disney position peaked at $537K in Q3 2021.
  • 2,544 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.