Rockingstone Advisors’s Walt Disney DIS Stock Holding History

Rockingstone 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	–	Sell	-3,580	Closed	-$345K	–	114
2026 Q2	$345K	Hold	3,580	–	–	0.14%	98
2026 Q1	$345K	Hold	3,580	–	–	0.16%	94
2025 Q4	$407K	Buy	3,580 +80	+2%	+$8.81K	0.19%	89
2025 Q3	$401K	Hold	3,500	–	–	0.2%	87
2025 Q2	$434K	Hold	3,500	–	–	0.23%	83
2025 Q1	$345K	Hold	3,500	–	–	0.16%	90
2024 Q4	$390K	Buy	+3,500	New	+$368K	0.17%	87
2024 Q3	–	Sell	-4,141	Closed	-$411K	–	101
2024 Q2	$411K	Sell	4,141 -5,938	-59%	-$639K	0.21%	88
2024 Q1	$1.23M	Sell	10,079 -160	-2%	-$16.7K	0.64%	58
2023 Q4	$924K	Sell	10,239 -780	-7%	-$68.8K	0.52%	63
2023 Q3	$893K	Buy	11,019 +334	+3%	+$28.5K	0.49%	62
2023 Q2	$954K	Sell	10,685 -18	-0.2%	-$1.7K	0.54%	60
2023 Q1	$1.07M	Buy	10,703 +6,041	+130%	+$609K	0.65%	58
2022 Q4	$405K	Buy	+4,662	New	+$446K	0.3%	75

Other funds holding DIS

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Rockingstone Advisors's DIS Position: Q3 2026 in Review

Rockingstone Advisors sold out of Walt Disney (DIS) in Q3 2026, closing a stake of 3,580 shares — an estimated $345K sold.

Rockingstone Advisors first reported a position in DIS in Q4 2022 and held it in 14 quarters. The position peaked at $1.23M in Q1 2024. 1,633 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Rockingstone Advisors reported no remaining Walt Disney position as of Q3 2026 after selling out during the quarter.
Rockingstone Advisors sold 3,580 Walt Disney shares in Q3 2026, an estimated $345K.
Rockingstone Advisors first reported a position in Walt Disney in Q4 2022 and held it in 14 quarters.
Rockingstone Advisors's Walt Disney position peaked at $1.23M in Q1 2024.
1,633 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.