Sendero Wealth Management’s Walt Disney DIS Stock Holding History

Sendero 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	$473K	Buy	4,511 +13	+0.3%	+$1.33K	0.05%	165
2026 Q2	$433K	Sell	4,498 -9	-0.2%	-$918	0.04%	168
2026 Q1	$434K	Buy	4,507 +17	+0.4%	+$1.8K	0.05%	163
2025 Q4	$511K	Sell	4,490 -169	-4%	-$18.6K	0.06%	155
2025 Q3	$533K	Hold	4,659	–	–	0.06%	142
2025 Q2	$578K	Sell	4,659 -87	-2%	-$9.04K	0.07%	135
2025 Q1	$468K	Buy	4,746 +386	+9%	+$41.5K	0.07%	141
2024 Q4	$485K	Hold	4,360	–	–	0.07%	129
2024 Q3	$419K	Sell	4,360 -272	-6%	-$25K	0.07%	133
2024 Q2	$460K	Sell	4,632 -17	-0.4%	-$1.83K	0.08%	125
2024 Q1	$569K	Buy	4,649 +89	+2%	+$9.3K	0.1%	115
2023 Q4	$412K	Hold	4,560	–	–	0.08%	130
2023 Q3	$370K	Hold	4,560	–	–	0.08%	126
2023 Q2	$407K	Buy	4,560 +1,044	+30%	+$98.9K	0.09%	122
2023 Q1	$352K	Buy	3,516 +420	+14%	+$42.3K	0.11%	83
2022 Q4	$269K	Buy	3,096 +618	+25%	+$59.1K	0.1%	91
2022 Q3	$234K	Buy	+2,478	New	+$265K	0.1%	86

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Sendero Wealth Management's DIS Position: Q3 2026 in Review

Sendero Wealth Management increased its Walt Disney (DIS) stake by 0.29% in Q3 2026, buying an estimated $1.33K and bringing the position to 4,511 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #165.

Sendero Wealth Management first reported a position in DIS in Q3 2022 and has held it in 17 quarters since. The position peaked at $578K in Q2 2025. 1,931 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Sendero Wealth Management held 4,511 shares of Walt Disney worth $473K as of Q3 2026.
Sendero Wealth Management bought 13 Walt Disney shares in Q3 2026, an estimated $1.33K.
Walt Disney made up 0.05% of Sendero Wealth Management's portfolio in Q3 2026, its #165 holding.
Sendero Wealth Management first reported a position in Walt Disney in Q3 2022 and has held it in 17 quarters since.
Sendero Wealth Management's Walt Disney position peaked at $578K in Q2 2025.
1,931 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.