Thrive Wealth Management
DIS icon

Thrive Wealth Management’s Walt Disney DIS Stock Holding History

Thrive 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 		$409K Buy
3,901
+159
+4% +$16.3K 0.05% 157
2026
Q2 		$360K Sell
3,742
-253
-6% -$25.8K 0.05% 162
2026
Q1 		$385K Buy
3,995
+75
+2% +$7.93K 0.06% 145
2025
Q4 		$446K Sell
3,920
-304
-7% -$33.5K 0.07% 141
2025
Q3 		$484K Sell
4,224
-16
-0.4% -$1.88K 0.07% 129
2025
Q2 		$526K Buy
4,240
+292
+7% +$30.3K 0.08% 119
2025
Q1 		$390K Sell
3,948
-85
-2% -$9.14K 0.07% 135
2024
Q4 		$449K Sell
4,033
-82
-2% -$8.61K 0.08% 123
2024
Q3 		$396K Buy
4,115
+276
+7% +$25.4K 0.07% 140
2024
Q2 		$381K Sell
3,839
-116
-3% -$12.5K 0.07% 145
2024
Q1 		$484K Buy
3,955
+1,321
+50% +$138K 0.1% 109
2023
Q4 		$238K Sell
2,634
-513
-16% -$45.2K 0.05% 168
2023
Q3 		$255K Sell
3,147
-945
-23% -$80.7K 0.07% 143
2023
Q2 		$365K Buy
4,092
+799
+24% +$75.7K 0.09% 118
2023
Q1 		$330K Buy
3,293
+886
+37% +$89.3K 0.08% 128
2022
Q4 		$209K Sell
2,407
-725
-23% -$69.3K 0.06% 150
2022
Q3 		$295K Buy
3,132
+557
+22% +$59.6K 0.1% 117
2022
Q2 		$243K Buy
2,575
+131
+5% +$14.5K 0.08% 132
2022
Q1 		$335K Sell
2,444
-3
-0.1% -$434 0.1% 117
2021
Q4 		$379K Buy
+2,447
New +$395K 0.13% 104

Other funds holding DIS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

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

Thrive Wealth Management increased its Walt Disney (DIS) stake by 4.2% in Q3 2026, buying an estimated $16.3K and bringing the position to 3,901 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #157.

Thrive Wealth Management first reported a position in DIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $526K in Q2 2025. 570 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Thrive Wealth Management held 3,901 shares of Walt Disney worth $409K as of Q3 2026.
  • Thrive Wealth Management bought 159 Walt Disney shares in Q3 2026, an estimated $16.3K.
  • Walt Disney made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Thrive Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Walt Disney position peaked at $526K in Q2 2025.
  • 570 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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