VAG
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VisionPoint Advisory Group’s Walt Disney DIS Stock Holding History

VisionPoint Advisory Group’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 		$493K Sell
4,704
-88
-2% -$9.02K 0.08% 248
2026
Q2 		$461K Buy
4,792
+468
+11% +$47.7K 0.08% 270
2026
Q1 		$417K Sell
4,324
-10
-0.2% -$1.06K 0.08% 256
2025
Q4 		$493K Buy
4,334
+1,523
+54% +$168K 0.1% 215
2025
Q3 		$322K Buy
2,811
+43
+2% +$5.06K 0.06% 285
2025
Q2 		$343K Buy
+2,768
New +$288K 0.07% 247
2025
Q1 		– Sell
-8,596
Closed -$953K – 231
2024
Q4 		$953K Sell
8,596
-73
-0.8% -$7.67K 0.33% 80
2024
Q3 		$834K Buy
8,669
+1,472
+20% +$135K 0.28% 92
2024
Q2 		$715K Buy
7,197
+1,131
+19% +$122K 0.25% 91
2024
Q1 		$742K Buy
6,066
+1,070
+21% +$112K 0.27% 92
2023
Q4 		$451K Buy
4,996
+568
+13% +$50.1K 0.17% 103
2023
Q3 		$359K Buy
4,428
+2,413
+120% +$206K 0.15% 110
2023
Q2 		$180K Sell
2,015
-193
-9% -$18.3K 0.07% 137
2023
Q1 		$215K Hold
2,208
– – 0.09% 138
2022
Q4 		$238K Buy
+2,208
New +$211K 0.1% 123
2022
Q3 		– Sell
-2,501
Closed -$294K – 98
2022
Q2 		$294K Sell
2,501
-1,898
-43% -$211K 0.12% 83
2022
Q1 		$459K Buy
4,399
+1,983
+82% +$287K 0.21% 55
2021
Q4 		$343K Sell
2,416
-60
-2% -$9.69K 0.15% 78
2021
Q3 		$435K Buy
+2,476
New +$441K 0.19% 68
2021
Q1 		– Sell
-2,694
Closed -$488K – 118
2020
Q4 		$488K Sell
2,694
-250
-8% -$35.9K 0.25% 83
2020
Q3 		$365K Buy
2,944
+50
+2% +$6.25K 0.16% 74
2020
Q2 		$340K Sell
2,894
-3,994
-58% -$441K 0.14% 69
2020
Q1 		$665K Sell
6,888
-225
-3% -$28.4K 0.31% 46
2019
Q4 		$1.03M Sell
7,113
-695
-9% -$97K 0.43% 43
2019
Q3 		$1.02M Sell
7,808
-469
-6% -$64.9K 0.28% 48
2019
Q2 		$1.16M Buy
8,277
+1,595
+24% +$212K 0.33% 44
2019
Q1 		$742K Sell
6,682
-19,585
-75% -$2.19M 0.21% 64
2018
Q4 		$2.88M Buy
+26,267
New +$2.99M 0.93% 18

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

VisionPoint Advisory Group's DIS Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Walt Disney (DIS) stake by 1.8% in Q3 2026, selling an estimated $9.02K and leaving 4,704 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #248.

VisionPoint Advisory Group first reported a position in DIS in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.88M in Q4 2018. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • VisionPoint Advisory Group held 4,704 shares of Walt Disney worth $493K as of Q3 2026.
  • VisionPoint Advisory Group sold 88 Walt Disney shares in Q3 2026, an estimated $9.02K.
  • Walt Disney made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #248 holding.
  • VisionPoint Advisory Group first reported a position in Walt Disney in Q4 2018 and has held it in 28 quarters since.
  • VisionPoint Advisory Group's Walt Disney position peaked at $2.88M in Q4 2018.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.