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Stone Summit Wealth’s Walt Disney DIS Stock Holding History

Stone Summit Wealth’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 		$469K Sell
4,470
-2,015
-31% -$206K 0.13% 94
2026
Q2 		$624K Sell
6,485
-605
-9% -$61.7K 0.16% 90
2026
Q1 		$683K Sell
7,090
-5,006
-41% -$529K 0.19% 79
2025
Q4 		$1.38M Sell
12,096
-2,094
-15% -$231K 0.37% 61
2025
Q3 		$1.62M Sell
14,190
-737
-5% -$86.8K 0.46% 59
2025
Q2 		$1.85M Sell
14,927
-357
-2% -$37.1K 0.57% 54
2025
Q1 		$1.51M Sell
15,284
-22
-0.1% -$2.36K 0.51% 61
2024
Q4 		$1.7M Sell
15,306
-940
-6% -$98.7K 0.57% 56
2024
Q3 		$1.56M Sell
16,246
-1,200
-7% -$110K 0.5% 61
2024
Q2 		$1.73M Sell
17,446
-630
-3% -$67.8K 0.62% 54
2024
Q1 		$2.21M Sell
18,076
-508
-3% -$53.1K 0.77% 44
2023
Q4 		$1.68M Sell
18,584
-1,334
-7% -$118K 0.64% 55
2023
Q3 		$1.61M Sell
19,918
-1,778
-8% -$152K 0.69% 51
2023
Q2 		$1.94M Sell
21,696
-748
-3% -$70.9K 0.8% 41
2023
Q1 		$2.25M Buy
22,444
+5
+0% +$504 1% 33
2022
Q4 		$1.95M Sell
22,439
-549
-2% -$52.5K 0.96% 34
2022
Q3 		$2.17M Buy
22,988
+815
+4% +$87.2K 1.33% 22
2022
Q2 		$2.09M Buy
22,173
+470
+2% +$52.2K 1.25% 25
2022
Q1 		$2.97M Buy
21,703
+8,350
+63% +$1.21M 1.67% 15
2021
Q4 		$2.06M Buy
+13,353
New +$2.16M 1.67% 19

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

Stone Summit Wealth's DIS Position: Q3 2026 in Review

Stone Summit Wealth reduced its Walt Disney (DIS) stake by 31% in Q3 2026, selling an estimated $206K and leaving 4,470 shares worth $469K. The position accounts for 0.13% of the portfolio, ranked #94.

Stone Summit Wealth first reported a position in DIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.97M in Q1 2022. 668 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Stone Summit Wealth held 4,470 shares of Walt Disney worth $469K as of Q3 2026.
  • Stone Summit Wealth sold 2,015 Walt Disney shares in Q3 2026, an estimated $206K.
  • Walt Disney made up 0.13% of Stone Summit Wealth's portfolio in Q3 2026, its #94 holding.
  • Stone Summit Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Walt Disney position peaked at $2.97M in Q1 2022.
  • 668 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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