VFA
DIS icon

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
2022
Q2 		– Sell
-3,800
Closed -$357K – 550
2022
Q1 		$357K Buy
+3,800
New +$549K 0.02% 408

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.