Root Financial Partners
DIS icon

Root Financial Partners’s Walt Disney DIS Stock Holding History

Root Financial Partners’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 		$851K Buy
8,109
+3,691
+84% +$378K 0.03% 158
2026
Q2 		$425K Sell
4,418
-227
-5% -$23.1K 0.02% 223
2026
Q1 		$448K Buy
4,645
+697
+18% +$73.7K 0.02% 182
2025
Q4 		$449K Sell
3,948
-579
-13% -$63.8K 0.02% 180
2025
Q3 		$518K Buy
4,527
+1,292
+40% +$152K 0.03% 140
2025
Q2 		$401K Buy
3,235
+171
+6% +$17.8K 0.04% 153
2025
Q1 		$302K Buy
3,064
+1,102
+56% +$118K 0.03% 154
2024
Q4 		$218K Buy
+1,962
New +$206K 0.03% 195

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Root Financial Partners's DIS Position: Q3 2026 in Review

Root Financial Partners increased its Walt Disney (DIS) stake by 84% in Q3 2026, buying an estimated $378K and bringing the position to 8,109 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #158.

Root Financial Partners first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. 1,266 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Root Financial Partners held 8,109 shares of Walt Disney worth $851K as of Q3 2026.
  • Root Financial Partners bought 3,691 Walt Disney shares in Q3 2026, an estimated $378K.
  • Walt Disney made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #158 holding.
  • Root Financial Partners first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.