Towerpoint Wealth
DIS icon

Towerpoint Wealth’s Walt Disney DIS Stock Holding History

Towerpoint 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 		$235K Buy
2,243
+22
+1% +$2.25K 0.08% 102
2026
Q2 		$214K Buy
+2,221
New +$226K 0.07% 110
2026
Q1 		– Sell
-2,022
Closed -$230K – 95
2025
Q4 		$230K Sell
2,022
-197
-9% -$21.7K 0.09% 87
2025
Q3 		$254K Buy
2,219
+122
+6% +$14.4K 0.1% 79
2025
Q2 		$260K Buy
2,097
+15
+0.7% +$1.56K 0.12% 80
2025
Q1 		$206K Buy
2,082
+14
+0.7% +$1.5K 0.1% 81
2024
Q4 		$230K Buy
+2,068
New +$217K 0.11% 76
2024
Q3 		– Sell
-2,079
Closed -$206K – 86
2024
Q2 		$206K Sell
2,079
-212
-9% -$22.8K 0.1% 78
2024
Q1 		$280K Buy
2,291
+66
+3% +$6.89K 0.14% 66
2023
Q4 		$201K Buy
+2,225
New +$196K 0.11% 79
2023
Q2 		– Sell
-2,173
Closed -$218K – 84
2023
Q1 		$218K Buy
+2,173
New +$219K 0.12% 75
2022
Q2 		– Sell
-2,953
Closed -$405K – 89
2022
Q1 		$405K Buy
2,953
+47
+2% +$6.8K 0.2% 59
2021
Q4 		$450K Buy
2,906
+272
+10% +$43.9K 0.21% 53
2021
Q3 		$446K Sell
2,634
-30
-1% -$5.35K 0.22% 49
2021
Q2 		$468K Buy
2,664
+30
+1% +$5.4K 0.23% 49
2021
Q1 		$486K Sell
2,634
-128
-5% -$23.6K 0.23% 46
2020
Q4 		$500K Buy
+2,762
New +$396K 0.25% 42

Other funds holding DIS

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Towerpoint Wealth's DIS Position: Q3 2026 in Review

Towerpoint Wealth increased its Walt Disney (DIS) stake by 0.99% in Q3 2026, buying an estimated $2.25K and bringing the position to 2,243 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #102.

Towerpoint Wealth first reported a position in DIS in Q4 2020 and has held it in 17 quarters since. The position peaked at $500K in Q4 2020. 1,257 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Towerpoint Wealth held 2,243 shares of Walt Disney worth $235K as of Q3 2026.
  • Towerpoint Wealth bought 22 Walt Disney shares in Q3 2026, an estimated $2.25K.
  • Walt Disney made up 0.08% of Towerpoint Wealth's portfolio in Q3 2026, its #102 holding.
  • Towerpoint Wealth first reported a position in Walt Disney in Q4 2020 and has held it in 17 quarters since.
  • Towerpoint Wealth's Walt Disney position peaked at $500K in Q4 2020.
  • 1,257 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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