Unique Wealth Strategies
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Unique Wealth Strategies’s Walt Disney DIS Stock Holding History

Unique Wealth Strategies’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 		$1.07M Hold
11,081
– – 0.39% 57
2026
Q2 		$1.07M Sell
11,081
-372
-3% -$37.9K 0.39% 59
2026
Q1 		$1.1M Sell
11,453
-640
-5% -$67.6K 0.45% 55
2025
Q4 		$1.38M Sell
12,093
-781
-6% -$86K 0.54% 44
2025
Q3 		$1.47M Sell
12,874
-218
-2% -$25.7K 0.57% 38
2025
Q2 		$1.62M Sell
13,092
-2,041
-13% -$212K 0.68% 32
2025
Q1 		$1.49M Sell
15,133
-778
-5% -$83.6K 0.68% 36
2024
Q4 		$1.77M Sell
15,911
-112
-0.7% -$11.8K 0.77% 30
2024
Q3 		$1.54M Buy
16,023
+1,536
+11% +$141K 0.65% 36
2024
Q2 		$1.77M Hold
14,487
– – 0.83% 25
2024
Q1 		$1.77M Buy
14,487
+222
+2% +$23.2K 0.87% 25
2023
Q4 		$1.29M Buy
+14,265
New +$1.26M 0.86% 28

Other funds holding DIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Unique Wealth Strategies's DIS Position: Q3 2026 in Review

Unique Wealth Strategies held its Walt Disney (DIS) position steady in Q3 2026 at 11,081 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #57.

Unique Wealth Strategies first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q2 2024. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Unique Wealth Strategies held 11,081 shares of Walt Disney worth $1.07M as of Q3 2026.
  • Unique Wealth Strategies left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.39% of Unique Wealth Strategies's portfolio in Q3 2026, its #57 holding.
  • Unique Wealth Strategies first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
  • Unique Wealth Strategies's Walt Disney position peaked at $1.77M in Q2 2024.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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