Third View Private Wealth
DIS icon

Third View Private Wealth’s Walt Disney DIS Stock Holding History

Third View Private 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 		$7.46M Sell
71,129
-739
-1% -$75.7K 0.88% 25
2026
Q2 		$6.92M Sell
71,868
-4,765
-6% -$486K 0.85% 24
2026
Q1 		$7.39M Buy
76,633
+4,913
+7% +$519K 1.01% 23
2025
Q4 		$8.16M Buy
+71,720
New +$7.9M 1.1% 18

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

Third View Private Wealth's DIS Position: Q3 2026 in Review

Third View Private Wealth reduced its Walt Disney (DIS) stake by 1% in Q3 2026, selling an estimated $75.7K and leaving 71,129 shares worth $7.46M. The position accounts for 0.88% of the portfolio, ranked #25.

Third View Private Wealth first reported a position in DIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.16M in Q4 2025. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Third View Private Wealth held 71,129 shares of Walt Disney worth $7.46M as of Q3 2026.
  • Third View Private Wealth sold 739 Walt Disney shares in Q3 2026, an estimated $75.7K.
  • Walt Disney made up 0.88% of Third View Private Wealth's portfolio in Q3 2026, its #25 holding.
  • Third View Private Wealth first reported a position in Walt Disney in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Walt Disney position peaked at $8.16M in Q4 2025.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.