Spectrum Wealth Advisory Group
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Spectrum Wealth Advisory Group’s Walt Disney DIS Stock Holding History

Spectrum Wealth Advisory Group’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 		$616K Sell
5,875
-27
-0.5% -$2.77K 0.17% 43
2026
Q2 		$568K Sell
5,902
-100
-2% -$10.2K 0.16% 45
2026
Q1 		$578K Hold
6,002
– – 0.22% 38
2025
Q4 		$683K Sell
6,002
-56
-0.9% -$6.17K 0.25% 34
2025
Q3 		$694K Buy
6,058
+1
+0% +$118 0.29% 31
2025
Q2 		$751K Sell
6,057
-1,804
-23% -$187K 0.35% 27
2025
Q1 		$776K Sell
7,861
-50
-0.6% -$5.37K 0.37% 25
2024
Q4 		$881K Buy
7,911
+70
+0.9% +$7.35K 0.42% 26
2024
Q3 		$754K Sell
7,841
-205
-3% -$18.9K 0.42% 24
2024
Q2 		$799K Buy
8,046
+101
+1% +$10.9K 0.85% 14
2024
Q1 		$972K Sell
7,945
-5
-0.1% -$522 1.12% 13
2023
Q4 		$718K Hold
7,950
– – 0.89% 15
2023
Q3 		$644K Buy
7,950
+152
+2% +$13K 0.89% 14
2023
Q2 		$696K Buy
7,798
+3,184
+69% +$302K 0.92% 15
2023
Q1 		$462K Sell
4,614
-3,225
-41% -$325K 0.62% 21
2022
Q4 		$681K Sell
7,839
-52
-0.7% -$4.97K 0.95% 17
2022
Q3 		$744K Buy
+7,891
New +$845K 0.93% 20
2022
Q2 		– Sell
-1,882
Closed -$258K – 44
2022
Q1 		$258K Buy
+1,882
New +$272K 0.25% 42
2021
Q2 		– Sell
-1,083
Closed -$200K – 45
2021
Q1 		$200K Sell
1,083
-91
-8% -$16.8K 0.19% 38
2020
Q4 		$213K Sell
1,174
-1,155
-50% -$166K 0.24% 34
2020
Q3 		$288K Buy
+2,329
New +$291K 0.18% 37

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
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

Spectrum Wealth Advisory Group's DIS Position: Q3 2026 in Review

Spectrum Wealth Advisory Group reduced its Walt Disney (DIS) stake by 0.46% in Q3 2026, selling an estimated $2.77K and leaving 5,875 shares worth $616K. The position accounts for 0.17% of the portfolio, ranked #43.

Spectrum Wealth Advisory Group first reported a position in DIS in Q3 2020 and has held it in 21 quarters since. The position peaked at $972K in Q1 2024. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Spectrum Wealth Advisory Group held 5,875 shares of Walt Disney worth $616K as of Q3 2026.
  • Spectrum Wealth Advisory Group sold 27 Walt Disney shares in Q3 2026, an estimated $2.77K.
  • Walt Disney made up 0.17% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #43 holding.
  • Spectrum Wealth Advisory Group first reported a position in Walt Disney in Q3 2020 and has held it in 21 quarters since.
  • Spectrum Wealth Advisory Group's Walt Disney position peaked at $972K in Q1 2024.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.