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Semus Wealth Partners’s Walt Disney DIS Stock Holding History

Semus Wealth 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 		– Sell
-2,292
Closed -$221K – 112
2026
Q2 		$221K Buy
2,292
+93
+4% +$9.48K 0.11% 102
2026
Q1 		$212K Sell
2,199
-40
-2% -$4.23K 0.12% 100
2025
Q4 		$255K Buy
2,239
+38
+2% +$4.18K 0.14% 91
2025
Q3 		$252K Sell
2,201
-32
-1% -$3.77K 0.14% 92
2025
Q2 		$277K Buy
2,233
+140
+7% +$14.5K 0.18% 89
2025
Q1 		$207K Buy
2,093
+52
+3% +$5.59K 0.14% 103
2024
Q4 		$227K Buy
+2,041
New +$214K 0.15% 99
2024
Q2 		– Sell
-1,911
Closed -$234K – 117
2024
Q1 		$234K Buy
+1,911
New +$200K 0.2% 110
2023
Q3 		– Sell
-2,242
Closed -$200K – 117
2023
Q2 		$200K Sell
2,242
-411
-15% -$38.9K 0.18% 110
2023
Q1 		$266K Sell
2,653
-85
-3% -$8.57K 0.29% 87
2022
Q4 		$238K Buy
+2,738
New +$262K 0.29% 90

Other funds holding DIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Semus Wealth Partners's DIS Position: Q3 2026 in Review

Semus Wealth Partners sold out of Walt Disney (DIS) in Q3 2026, closing a stake of 2,292 shares — an estimated $221K sold.

Semus Wealth Partners first reported a position in DIS in Q4 2022 and held it in 11 quarters. The position peaked at $277K in Q2 2025. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Semus Wealth Partners reported no remaining Walt Disney position as of Q3 2026 after selling out during the quarter.
  • Semus Wealth Partners sold 2,292 Walt Disney shares in Q3 2026, an estimated $221K.
  • Semus Wealth Partners first reported a position in Walt Disney in Q4 2022 and held it in 11 quarters.
  • Semus Wealth Partners's Walt Disney position peaked at $277K in Q2 2025.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.