SAM
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S.A. Mason’s Walt Disney DIS Stock Holding History

S.A. Mason’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 		$196K Sell
1,865
-350
-16% -$35.9K 0.06% 222
2026
Q2 		$213K Buy
2,215
+53
+2% +$5.4K 0.07% 210
2026
Q1 		$208K Buy
2,162
+6
+0.3% +$634 0.08% 198
2025
Q4 		$245K Hold
2,156
– – 0.1% 178
2025
Q3 		$247K Hold
2,156
– – 0.11% 173
2025
Q2 		$267K Sell
2,156
-95
-4% -$9.9K 0.13% 148
2025
Q1 		$222K Hold
2,251
– – 0.12% 166
2024
Q4 		$251K Hold
2,251
– – 0.13% 150
2024
Q3 		$217K Hold
2,251
– – 0.11% 162
2024
Q2 		$224K Hold
2,251
– – 0.13% 153
2024
Q1 		$275K Hold
2,251
– – 0.17% 136
2023
Q4 		$203K Hold
2,251
– – 0.14% 149
2023
Q3 		$182K Buy
2,251
+200
+10% +$17.1K 0.13% 155
2023
Q2 		$205K Hold
2,051
– – 0.15% 154
2023
Q1 		$205K Buy
2,051
+6
+0.3% +$605 0.15% 154
2022
Q4 		$178K Buy
2,045
+24
+1% +$2.3K 0.13% 159
2022
Q3 		$191K Hold
2,021
– – 0.15% 148
2022
Q2 		$191K Hold
2,021
– – 0.14% 155
2022
Q1 		$277K Hold
2,021
– – 0.17% 136
2021
Q4 		$313K Hold
2,021
– – 0.19% 126
2021
Q3 		$342K Hold
2,021
– – 0.23% 118
2021
Q2 		$355K Hold
2,021
– – 0.24% 111
2021
Q1 		$373K Buy
2,021
+1
+0% +$184 0.28% 98
2020
Q4 		$366K Sell
2,020
-230
-10% -$33K 0.3% 93
2020
Q3 		$279K Sell
2,250
-11
-0.5% -$1.38K 0.27% 103
2020
Q2 		$252K Hold
2,261
– – 0.27% 102
2020
Q1 		$218K Sell
2,261
-114
-5% -$14.4K 0.26% 102
2019
Q4 		$343K Buy
+2,375
New +$331K 0.33% 92

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 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
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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return

S.A. Mason's DIS Position: Q3 2026 in Review

S.A. Mason reduced its Walt Disney (DIS) stake by 16% in Q3 2026, selling an estimated $35.9K and leaving 1,865 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #222.

S.A. Mason first reported a position in DIS in Q4 2019 and has held it in 28 quarters since. The position peaked at $373K in Q1 2021. 668 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • S.A. Mason held 1,865 shares of Walt Disney worth $196K as of Q3 2026.
  • S.A. Mason sold 350 Walt Disney shares in Q3 2026, an estimated $35.9K.
  • Walt Disney made up 0.06% of S.A. Mason's portfolio in Q3 2026, its #222 holding.
  • S.A. Mason first reported a position in Walt Disney in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's Walt Disney position peaked at $373K in Q1 2021.
  • 668 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.