Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Walt Disney DIS Stock Holding History

Robertson Stephens 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 		$1.35M Buy
12,879
+702
+6% +$71.9K 0.03% 270
2026
Q2 		$1.18M Sell
12,177
-2,973
-20% -$303K 0.03% 285
2026
Q1 		$1.46M Buy
15,150
+1,078
+8% +$114K 0.04% 248
2025
Q4 		$1.61M Sell
14,072
-64
-0.5% -$7.05K 0.04% 240
2025
Q3 		$1.62M Sell
14,136
-1,317
-9% -$155K 0.05% 203
2025
Q2 		$1.92M Sell
15,453
-1,646
-10% -$171K 0.06% 194
2025
Q1 		$1.69M Sell
17,099
-515
-3% -$55.3K 0.06% 211
2024
Q4 		$1.97M Sell
17,614
-1,136
-6% -$119K 0.07% 198
2024
Q3 		$1.8M Sell
18,750
-2,173
-10% -$200K 0.07% 207
2024
Q2 		$2.08M Buy
20,923
+1,411
+7% +$152K 0.1% 149
2024
Q1 		$2.39M Sell
19,512
-374
-2% -$39.1K 0.13% 137
2023
Q4 		$1.8M Sell
19,886
-4,818
-20% -$425K 0.11% 153
2023
Q3 		$2M Sell
24,704
-2,225
-8% -$190K 0.14% 141
2023
Q2 		$2.4M Buy
26,929
+848
+3% +$80.3K 0.17% 116
2023
Q1 		$2.61M Sell
26,081
-78
-0.3% -$7.86K 0.2% 107
2022
Q4 		$2.27M Sell
26,159
-2,030
-7% -$194K 0.22% 94
2022
Q3 		$2.66M Buy
28,189
+1,134
+4% +$121K 0.28% 74
2022
Q2 		$2.55M Sell
27,055
-390
-1% -$43.3K 0.24% 89
2022
Q1 		$3.76M Buy
27,445
+98
+0.4% +$14.2K 0.32% 68
2021
Q4 		$4.24M Buy
27,347
+23,104
+545% +$3.73M 0.36% 63
2021
Q3 		$717K Sell
4,243
-1,128
-21% -$201K 0.08% 156
2021
Q2 		$944K Buy
5,371
+211
+4% +$37.9K 0.11% 124
2021
Q1 		$952K Buy
5,160
+3,207
+164% +$591K 0.15% 107
2020
Q4 		$353K Sell
1,953
-20
-1% -$2.87K 0.07% 169
2020
Q3 		$244K Buy
+1,973
New +$247K 0.06% 199
2020
Q2 		– Sell
-4,062
Closed -$392K – 195
2020
Q1 		$392K Buy
+4,062
New +$514K 0.13% 117

Other funds holding DIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Robertson Stephens Wealth Management's DIS Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Walt Disney (DIS) stake by 5.8% in Q3 2026, buying an estimated $71.9K and bringing the position to 12,879 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #270.

Robertson Stephens Wealth Management first reported a position in DIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.24M in Q4 2021. 2,220 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Robertson Stephens Wealth Management held 12,879 shares of Walt Disney worth $1.35M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 702 Walt Disney shares in Q3 2026, an estimated $71.9K.
  • Walt Disney made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #270 holding.
  • Robertson Stephens Wealth Management first reported a position in Walt Disney in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Walt Disney position peaked at $4.24M in Q4 2021.
  • 2,220 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.