Tanager Wealth Management’s Walt Disney DIS Stock Holding History

Tanager 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	$301K	Buy	2,865 +332	+13%	+$34K	0.03%	128
2026 Q2	$245K	Buy	+2,533	New	+$258K	0.02%	142
2026 Q1	–	Sell	-1,846	Closed	-$210K	–	151
2025 Q4	$210K	Sell	1,846 -180	-9%	-$19.8K	0.02%	134
2025 Q3	$232K	Sell	2,026 -560	-22%	-$66K	0.02%	115
2025 Q2	$321K	Buy	2,586 +16	+0.6%	+$1.66K	0.04%	97
2025 Q1	$254K	Buy	2,570 +463	+22%	+$49.8K	0.03%	103
2024 Q4	$235K	Buy	+2,107	New	+$221K	0.03%	107

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

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

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

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

Tanager Wealth Management increased its Walt Disney (DIS) stake by 13% in Q3 2026, buying an estimated $34K and bringing the position to 2,865 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #128.

Tanager Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $321K in Q2 2025. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Tanager Wealth Management held 2,865 shares of Walt Disney worth $301K as of Q3 2026.
Tanager Wealth Management bought 332 Walt Disney shares in Q3 2026, an estimated $34K.
Walt Disney made up 0.03% of Tanager Wealth Management's portfolio in Q3 2026, its #128 holding.
Tanager Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Tanager Wealth Management's Walt Disney position peaked at $321K in Q2 2025.
1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.