Roberts Wealth Advisors
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Roberts Wealth Advisors’s Walt Disney DIS Stock Holding History

Roberts 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 		$6.05M Buy
57,702
+562
+1% +$57.6K 1.36% 20
2026
Q2 		$5.5M Buy
57,140
+2,836
+5% +$289K 1.25% 22
2026
Q1 		$5.23M Buy
54,304
+3,180
+6% +$336K 1.33% 18
2025
Q4 		$5.82M Buy
51,124
+1,337
+3% +$147K 1.52% 17
2025
Q3 		$5.7M Buy
49,787
+1,266
+3% +$149K 1.52% 15
2025
Q2 		$6.02M Buy
48,521
+899
+2% +$93.4K 1.73% 15
2025
Q1 		$4.7M Sell
47,622
-707
-1% -$76K 1.45% 24
2024
Q4 		$5.23M Buy
48,329
+1,925
+4% +$202K 1.59% 17
2024
Q3 		$4.29M Buy
46,404
+7,963
+21% +$733K 1.39% 25
2024
Q2 		$3.73M Buy
38,441
+1,767
+5% +$190K 1.27% 27
2024
Q1 		$4.14M Buy
36,674
+1,906
+5% +$199K 1.55% 20
2023
Q4 		$9.33M Sell
34,768
-97
-0.3% -$8.55K 1.45% 28
2023
Q3 		$2.99M Buy
34,865
+2,252
+7% +$192K 1.31% 29
2023
Q2 		$2.91M Buy
32,613
+1,939
+6% +$184K 1.28% 29
2023
Q1 		$3.05M Buy
30,674
+1,323
+5% +$133K 1.4% 23
2022
Q4 		$2.61M Sell
29,351
-2,763
-9% -$264K 1.26% 28
2022
Q3 		$3.21M Buy
32,114
+1,935
+6% +$207K 1.58% 19
2022
Q2 		$2.89M Buy
30,179
+1,767
+6% +$196K 1.26% 27
2022
Q1 		$3.89M Buy
28,412
+1,270
+5% +$184K 1.52% 20
2021
Q4 		$4.26M Buy
27,142
+1,623
+6% +$262K 1.53% 20
2021
Q3 		$4.32M Buy
+25,519
New +$4.55M 1.71% 15

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

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

Roberts Wealth Advisors increased its Walt Disney (DIS) stake by 0.98% in Q3 2026, buying an estimated $57.6K and bringing the position to 57,702 shares worth $6.05M. The position accounts for 1.36% of the portfolio, ranked #20.

Roberts Wealth Advisors first reported a position in DIS in Q3 2021 and has held it in 21 quarters since. The position peaked at $9.33M in Q4 2023. 844 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Roberts Wealth Advisors held 57,702 shares of Walt Disney worth $6.05M as of Q3 2026.
  • Roberts Wealth Advisors bought 562 Walt Disney shares in Q3 2026, an estimated $57.6K.
  • Walt Disney made up 1.36% of Roberts Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • Roberts Wealth Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Walt Disney position peaked at $9.33M in Q4 2023.
  • 844 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.