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Three Bridge Wealth Advisors’s Walt Disney DIS Stock Holding History

Three Bridge Wealth 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
Q2 		$1.75M Sell
18,065
-65
-0.4% -$6.63K 0.44% 32
2026
Q1 		$1.75M Buy
18,130
+631
+4% +$66.7K 0.48% 30
2025
Q4 		$2M Buy
17,499
+119
+0.7% +$13.1K 0.53% 29
2025
Q3 		$1.99M Sell
17,380
-4,104
-19% -$483K 0.51% 29
2025
Q2 		$2.68M Sell
21,484
-532
-2% -$55.3K 0.7% 27
2025
Q1 		$2.17M Buy
22,016
+1,216
+6% +$131K 0.76% 27
2024
Q4 		$2.33M Sell
20,800
-1,278
-6% -$134K 0.81% 26
2024
Q3 		$2.12M Buy
22,078
+4,466
+25% +$411K 0.78% 29
2024
Q2 		$1.75M Sell
17,612
-659
-4% -$70.9K 0.69% 32
2024
Q1 		$2.24M Buy
18,271
+9,025
+98% +$943K 0.88% 25
2023
Q4 		$841K Sell
9,246
-12,523
-58% -$1.1M 0.29% 43
2023
Q3 		$1.76M Buy
21,769
+3,564
+20% +$304K 0.73% 25
2023
Q2 		$1.63M Sell
18,205
-1,512
-8% -$143K 0.69% 26
2023
Q1 		$1.97M Buy
19,717
+7,356
+60% +$742K 0.91% 23
2022
Q4 		$1.07M Sell
12,361
-7,854
-39% -$751K 0.58% 34
2022
Q3 		$1.91M Sell
20,215
-135
-0.7% -$14.4K 0.97% 19
2022
Q2 		$1.92M Buy
20,350
+5,500
+37% +$610K 0.94% 20
2022
Q1 		$2.04M Buy
+14,850
New +$2.15M 0.57% 23

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Three Bridge Wealth Advisors's DIS Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Walt Disney (DIS) stake by 0.36% in Q2 2026, selling an estimated $6.63K and leaving 18,065 shares worth $1.75M. The position accounts for 0.44% of the portfolio, ranked #32.

Three Bridge Wealth Advisors first reported a position in DIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.68M in Q2 2025. 1,455 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Three Bridge Wealth Advisors held 18,065 shares of Walt Disney worth $1.75M as of Q2 2026.
  • Three Bridge Wealth Advisors sold 65 Walt Disney shares in Q2 2026, an estimated $6.63K.
  • Walt Disney made up 0.44% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Three Bridge Wealth Advisors first reported a position in Walt Disney in Q1 2022 and has held it in 18 quarters since.
  • Three Bridge Wealth Advisors's Walt Disney position peaked at $2.68M in Q2 2025.
  • 1,455 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.