VFA
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Valeo Financial Advisors’s Walt Disney DIS Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-400
Closed -$4.03K – 851
2026
Q1 		$4.03K Buy
+400
New +$42.3K ﹤0.01% 750
2024
Q1 		– Sell
-100
Closed -$9 – 677
2023
Q4 		$9 Hold
100
– – ﹤0.01% 663
2023
Q3 		$8 Hold
100
– – ﹤0.01% 643
2023
Q2 		$9 Hold
100
– – ﹤0.01% 610
2023
Q1 		$10 Sell
100
-1,000
-91% -$101K ﹤0.01% 632
2022
Q4 		$93 Buy
1,100
+900
+450% +$86.1K ﹤0.01% 546
2022
Q3 		$19K Buy
200
+100
+100% +$10.7K ﹤0.01% 494
2022
Q2 		$9K Sell
100
-4,300
-98% -$477K ﹤0.01% 505
2022
Q1 		$586K Buy
4,400
+4,000
+1,000% +$578K 0.03% 296
2021
Q4 		$42K Buy
+400
New +$64.6K ﹤0.01% 569
2021
Q2 		– Sell
-100
Closed -$18K – 834
2021
Q1 		$18K Buy
+100
New +$18.4K ﹤0.01% 1198
2020
Q2 		– Sell
-100
Closed -$10K – 2052
2020
Q1 		$10K Buy
+100
New +$12.6K ﹤0.01% 1085

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
EB
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
JC
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

Valeo Financial Advisors's DIS Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Walt Disney (DIS) stake by 7.1% in Q3 2026, selling an estimated $423K and leaving 54,322 shares worth $5.7M. The position accounts for 0.12% of the portfolio, ranked #83.

Valeo Financial Advisors first reported a position in DIS in Q3 2017 and has held it in 37 quarters since. The position peaked at $11M in Q4 2020. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Valeo Financial Advisors held 54,322 shares of Walt Disney worth $5.7M as of Q3 2026.
  • Valeo Financial Advisors sold 4,131 Walt Disney shares in Q3 2026, an estimated $423K.
  • Walt Disney made up 0.12% of Valeo Financial Advisors's portfolio in Q3 2026, its #83 holding.
  • Valeo Financial Advisors first reported a position in Walt Disney in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Walt Disney position peaked at $11M in Q4 2020.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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