Vest Financial
DIS icon

Vest Financial’s Walt Disney DIS Stock Holding History

Vest Financial’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 		$3.26M Sell
31,091
-356
-1% -$36.5K 0.03% 302
2026
Q2 		$3.03M Buy
31,447
+506
+2% +$51.6K 0.03% 304
2026
Q1 		$2.98M Buy
30,941
+3,119
+11% +$330K 0.04% 298
2025
Q4 		$3.17M Buy
27,822
+5,415
+24% +$596K 0.04% 280
2025
Q3 		$2.57M Buy
22,407
+4,313
+24% +$508K 0.03% 283
2025
Q2 		$2.24M Buy
18,094
+5,098
+39% +$530K 0.03% 258
2025
Q1 		$1.28M Buy
12,996
+5,507
+74% +$592K 0.02% 299
2024
Q4 		$834K Buy
7,489
+935
+14% +$98.2K 0.01% 241
2024
Q3 		$630K Buy
6,554
+4,374
+201% +$402K 0.01% 245
2024
Q2 		$216K Sell
2,180
-62
-3% -$6.67K 0.01% 253
2024
Q1 		$274K Buy
+2,242
New +$234K 0.01% 242

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vest Financial's DIS Position: Q3 2026 in Review

Vest Financial reduced its Walt Disney (DIS) stake by 1.1% in Q3 2026, selling an estimated $36.5K and leaving 31,091 shares worth $3.26M. The position accounts for 0.03% of the portfolio, ranked #302.

Vest Financial first reported a position in DIS in Q1 2024 and has held it in 11 quarters since. 1,861 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Vest Financial held 31,091 shares of Walt Disney worth $3.26M as of Q3 2026.
  • Vest Financial sold 356 Walt Disney shares in Q3 2026, an estimated $36.5K.
  • Walt Disney made up 0.03% of Vest Financial's portfolio in Q3 2026, its #302 holding.
  • Vest Financial first reported a position in Walt Disney in Q1 2024 and has held it in 11 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.