Private Wealth Management Group’s Walt Disney DIS Stock Holding History

Private Wealth Management Group’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	$170K	Sell	1,619 -433	-21%	-$44.4K	0.04%	128
2026 Q2	$197K	Buy	2,052 +605	+42%	+$61.7K	0.05%	111
2026 Q1	$139K	Buy	1,447 +39	+3%	+$4.12K	0.04%	110
2025 Q4	$160K	Sell	1,408 -109	-7%	-$12K	0.04%	94
2025 Q3	$174K	Buy	1,517 +57	+4%	+$6.71K	0.05%	91
2025 Q2	$181K	Sell	1,460 -10	-0.7%	-$1.04K	0.06%	86
2025 Q1	$145K	Sell	1,470 -699	-32%	-$75.1K	0.05%	92
2024 Q4	$242K	Buy	2,169 +1,399	+182%	+$147K	0.09%	74
2024 Q3	$74.1K	Sell	770 -12	-2%	-$1.1K	0.03%	132
2024 Q2	$77.6K	Hold	782	–	–	0.03%	123
2024 Q1	$95.7K	Sell	782 -383	-33%	-$40K	0.04%	102
2023 Q4	$105K	Buy	+1,165	New	+$103K	0.05%	96

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

Private Wealth Management Group's DIS Position: Q3 2026 in Review

Private Wealth Management Group reduced its Walt Disney (DIS) stake by 21% in Q3 2026, selling an estimated $44.4K and leaving 1,619 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #128.

Private Wealth Management Group first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $242K in Q4 2024. 1,007 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Private Wealth Management Group held 1,619 shares of Walt Disney worth $170K as of Q3 2026.
Private Wealth Management Group sold 433 Walt Disney shares in Q3 2026, an estimated $44.4K.
Walt Disney made up 0.04% of Private Wealth Management Group's portfolio in Q3 2026, its #128 holding.
Private Wealth Management Group first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Walt Disney position peaked at $242K in Q4 2024.
1,007 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.