Pines Wealth Management’s Walt Disney DIS Stock Holding History

Pines 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	$447K	Sell	4,265 -159	-4%	-$16.3K	0.13%	146
2026 Q2	$426K	Sell	4,424 -359	-8%	-$36.6K	0.12%	151
2026 Q1	$461K	Buy	4,783 +260	+6%	+$27.5K	0.15%	139
2025 Q4	$515K	Buy	4,523 +211	+5%	+$23.2K	0.17%	130
2025 Q3	$494K	Sell	4,312 -1,157	-21%	-$136K	0.17%	128
2025 Q2	$678K	Sell	5,469 -645	-11%	-$67K	0.24%	100
2025 Q1	$500K	Buy	6,114 +366	+6%	+$39.3K	0.23%	106
2024 Q4	$625K	Buy	+5,748	New	+$604K	0.27%	94

Other funds holding DIS

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

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

Pines Wealth Management reduced its Walt Disney (DIS) stake by 3.6% in Q3 2026, selling an estimated $16.3K and leaving 4,265 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #146.

Pines Wealth Management first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $678K in Q2 2025. 839 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Pines Wealth Management held 4,265 shares of Walt Disney worth $447K as of Q3 2026.
Pines Wealth Management sold 159 Walt Disney shares in Q3 2026, an estimated $16.3K.
Walt Disney made up 0.13% of Pines Wealth Management's portfolio in Q3 2026, its #146 holding.
Pines Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Walt Disney position peaked at $678K in Q2 2025.
839 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.