Premier Path Wealth Partners’s Walt Disney DIS Stock Holding History

Premier Path Wealth Partners’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	$1.53M	Sell	14,570 -3,693	-20%	-$378K	0.18%	114
2026 Q2	$1.76M	Sell	18,263 -1,518	-8%	-$155K	0.2%	102
2026 Q1	$1.91M	Sell	19,781 -1,255	-6%	-$133K	0.25%	91
2025 Q4	$2.39M	Sell	21,036 -29	-0.1%	-$3.19K	0.31%	74
2025 Q3	$2.41M	Sell	21,065 -163	-0.8%	-$19.2K	0.31%	73
2025 Q2	$2.63M	Buy	21,228 +1,647	+8%	+$171K	0.37%	61
2025 Q1	$1.93M	Sell	19,581 -106	-0.5%	-$11.4K	0.3%	80
2024 Q4	$2.19M	Sell	19,687 -1,990	-9%	-$209K	0.33%	69
2024 Q3	$2.09M	Sell	21,677 -250	-1%	-$23K	0.33%	73
2024 Q2	$2.18M	Buy	21,927 +1,040	+5%	+$112K	0.37%	64
2024 Q1	$2.55M	Buy	20,887 +434	+2%	+$45.3K	0.48%	43
2023 Q4	$1.86M	Buy	+20,453	New	+$1.8M	0.41%	52

Other funds holding DIS

Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return

Premier Path Wealth Partners's DIS Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Walt Disney (DIS) stake by 20% in Q3 2026, selling an estimated $378K and leaving 14,570 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #114.

Premier Path Wealth Partners first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q2 2025. 747 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Premier Path Wealth Partners held 14,570 shares of Walt Disney worth $1.53M as of Q3 2026.
Premier Path Wealth Partners sold 3,693 Walt Disney shares in Q3 2026, an estimated $378K.
Walt Disney made up 0.18% of Premier Path Wealth Partners's portfolio in Q3 2026, its #114 holding.
Premier Path Wealth Partners first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Walt Disney position peaked at $2.63M in Q2 2025.
747 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.