St. Clair Advisors’s Walt Disney DIS Stock Holding History

St. Clair Advisors’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	$412K	Buy	3,930 +47	+1%	+$4.82K	0.1%	68
2026 Q2	$374K	Hold	3,883	–	–	0.1%	71
2026 Q1	$374K	Sell	3,883 -150	-4%	-$15.9K	0.1%	72
2025 Q4	$459K	Hold	4,033	–	–	0.12%	68
2025 Q3	$462K	Hold	4,033	–	–	0.12%	68
2025 Q2	$500K	Hold	4,033	–	–	0.13%	62
2025 Q1	$398K	Hold	4,033	–	–	0.11%	68
2024 Q4	$449K	Buy	4,033 +33	+0.8%	+$3.47K	0.13%	67
2024 Q3	$385K	Sell	4,000 -1,475	-27%	-$136K	0.11%	71
2024 Q2	$544K	Hold	5,475	–	–	0.17%	58
2024 Q1	$670K	Buy	5,475 +1,475	+37%	+$154K	0.22%	55
2023 Q4	$361K	Hold	4,000	–	–	0.12%	72
2023 Q3	$324K	Sell	4,000 -277	-6%	-$23.7K	0.13%	74
2023 Q2	$382K	Buy	4,277 +277	+7%	+$26.2K	0.15%	66
2023 Q1	$401K	Buy	+4,000	New	+$403K	0.17%	66

Other funds holding DIS

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

St. Clair Advisors's DIS Position: Q3 2026 in Review

St. Clair Advisors increased its Walt Disney (DIS) stake by 1.2% in Q3 2026, buying an estimated $4.82K and bringing the position to 3,930 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #68.

St. Clair Advisors first reported a position in DIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $670K in Q1 2024. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

St. Clair Advisors held 3,930 shares of Walt Disney worth $412K as of Q3 2026.
St. Clair Advisors bought 47 Walt Disney shares in Q3 2026, an estimated $4.82K.
Walt Disney made up 0.1% of St. Clair Advisors's portfolio in Q3 2026, its #68 holding.
St. Clair Advisors first reported a position in Walt Disney in Q1 2023 and has held it in 15 quarters since.
St. Clair Advisors's Walt Disney position peaked at $670K in Q1 2024.
916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.