Toth Financial Advisory’s Walt Disney DIS Stock Holding History

Toth Financial Advisory’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
2022 Q2	–	Sell	-100	Closed	-$14K	–	714
2022 Q1	$14K	Buy	+100	New	+$14.5K	﹤0.01%	428
2020 Q4	–	Sell	-100	Closed	-$12K	–	601
2020 Q3	$12K	Buy	+100	New	+$12.5K	﹤0.01%	358
2019 Q4	–	Sell	-100	Closed	-$13K	–	488
2019 Q3	$13K	Hold	100	–	–	﹤0.01%	299
2019 Q2	$14K	Hold	100	–	–	﹤0.01%	295
2019 Q1	$11K	Hold	100	–	–	﹤0.01%	297
2018 Q4	$11K	Hold	100	–	–	﹤0.01%	274
2018 Q3	$12K	Hold	100	–	–	﹤0.01%	300
2018 Q2	$10K	Buy	+100	New	+$10.2K	﹤0.01%	305

Other funds holding DIS

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's DIS Position: Q3 2026 in Review

Toth Financial Advisory reduced its Walt Disney (DIS) stake by 15% in Q3 2026, selling an estimated $757K and leaving 42,491 shares worth $4.46M. The position accounts for 0.45% of the portfolio, ranked #75.

Toth Financial Advisory first reported a position in DIS in Q2 2013 and has held it in 54 quarters since. The position peaked at $11.2M in Q4 2020. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Toth Financial Advisory held 42,491 shares of Walt Disney worth $4.46M as of Q3 2026.
Toth Financial Advisory sold 7,392 Walt Disney shares in Q3 2026, an estimated $757K.
Walt Disney made up 0.45% of Toth Financial Advisory's portfolio in Q3 2026, its #75 holding.
Toth Financial Advisory first reported a position in Walt Disney in Q2 2013 and has held it in 54 quarters since.
Toth Financial Advisory's Walt Disney position peaked at $11.2M in Q4 2020.
141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.