Unique Wealth
DIS icon

Unique Wealth’s Walt Disney DIS Stock Holding History

Unique 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 		$264K Sell
2,518
-8
-0.3% -$820 0.03% 188
2026
Q2 		$243K Buy
2,526
+133
+6% +$13.6K 0.03% 189
2026
Q1 		$231K Buy
2,393
+22
+0.9% +$2.32K 0.03% 171
2025
Q4 		$270K Buy
2,371
+3
+0.1% +$330 0.04% 162
2025
Q3 		$271K Buy
2,368
+30
+1% +$3.53K 0.04% 159
2025
Q2 		$290K Buy
2,338
+7
+0.3% +$727 0.05% 147
2025
Q1 		$230K Sell
2,331
-100
-4% -$10.7K 0.04% 143
2024
Q4 		$271K Sell
2,431
-198
-8% -$20.8K 0.06% 120
2024
Q3 		$253K Sell
2,629
-7
-0.3% -$644 0.06% 102
2024
Q2 		$262K Buy
2,636
+87
+3% +$9.36K 0.07% 83
2024
Q1 		$311K Buy
2,549
+72
+3% +$7.52K 0.09% 73
2023
Q4 		$224K Sell
2,477
-82
-3% -$7.23K 0.07% 78
2023
Q3 		$207K Buy
2,559
+3
+0.1% +$256 0.09% 79
2023
Q2 		$228K Buy
2,556
+29
+1% +$2.75K 0.1% 71
2023
Q1 		$253K Buy
+2,527
New +$255K 0.12% 50

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

Unique Wealth's DIS Position: Q3 2026 in Review

Unique Wealth reduced its Walt Disney (DIS) stake by 0.32% in Q3 2026, selling an estimated $820 and leaving 2,518 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #188.

Unique Wealth first reported a position in DIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $311K in Q1 2024. 1,266 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Unique Wealth held 2,518 shares of Walt Disney worth $264K as of Q3 2026.
  • Unique Wealth sold 8 Walt Disney shares in Q3 2026, an estimated $820.
  • Walt Disney made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #188 holding.
  • Unique Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 15 quarters since.
  • Unique Wealth's Walt Disney position peaked at $311K in Q1 2024.
  • 1,266 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.