Retirement Wealth Solutions’s Walt Disney DIS Stock Holding History

Retirement Wealth Solutions’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	$27.9K	Buy	266 +15	+6%	+$1.54K	0.01%	146
2026 Q2	$24.2K	Buy	251 +36	+17%	+$3.67K	0.01%	141
2026 Q1	$20.7K	Sell	215 -256	-54%	-$27.1K	0.01%	138
2025 Q4	$53.6K	Sell	471 -7	-1%	-$771	0.03%	97
2025 Q3	$54.7K	Buy	478 +12	+3%	+$1.41K	0.04%	95
2025 Q2	$57.8K	Hold	466	–	–	0.04%	83
2025 Q1	$46K	Buy	466 +2	+0.4%	+$215	0.04%	81
2024 Q4	$50.4K	Buy	+464	New	+$48.7K	0.04%	84

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

Retirement Wealth Solutions's DIS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Walt Disney (DIS) stake by 6% in Q3 2026, buying an estimated $1.54K and bringing the position to 266 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #146.

Retirement Wealth Solutions first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $57.8K in Q2 2025. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Retirement Wealth Solutions held 266 shares of Walt Disney worth $27.9K as of Q3 2026.
Retirement Wealth Solutions bought 15 Walt Disney shares in Q3 2026, an estimated $1.54K.
Walt Disney made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #146 holding.
Retirement Wealth Solutions first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Walt Disney position peaked at $57.8K in Q2 2025.
916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.