Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s Walt Disney DIS Stock Holding History

Summit Wealth Group (Colorado)’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 		$465K Buy
4,430
+378
+9% +$38.7K 0.03% 273
2026
Q2 		$390K Sell
4,052
-297
-7% -$30.3K 0.03% 251
2026
Q1 		$419K Buy
4,349
+2,090
+93% +$221K 0.04% 199
2025
Q4 		$257K Sell
2,259
-10,305
-82% -$1.13M 0.03% 229
2025
Q3 		$1.02M Buy
12,564
+10,223
+437% +$1.2M 0.11% 159
2025
Q2 		$290K Buy
+2,341
New +$243K 0.07% 184

Other funds holding DIS

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Summit Wealth Group (Colorado)'s DIS Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Walt Disney (DIS) stake by 9.3% in Q3 2026, buying an estimated $38.7K and bringing the position to 4,430 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #273.

Summit Wealth Group (Colorado) first reported a position in DIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 2,335 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Summit Wealth Group (Colorado) held 4,430 shares of Walt Disney worth $465K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 378 Walt Disney shares in Q3 2026, an estimated $38.7K.
  • Walt Disney made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #273 holding.
  • Summit Wealth Group (Colorado) first reported a position in Walt Disney in Q2 2025 and has held it in 6 quarters since.
  • Summit Wealth Group (Colorado)'s Walt Disney position peaked at $1.02M in Q3 2025.
  • 2,335 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.