Wealth Advisory Solutions
DIS icon

Wealth Advisory Solutions’s Walt Disney DIS Stock Holding History

Wealth Advisory Solutions’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 		$441K Sell
4,207
-4
-0.1% -$410 0.09% 103
2026
Q2 		$405K Sell
4,211
-541
-11% -$55.2K 0.08% 106
2026
Q1 		$458K Sell
4,752
-13
-0.3% -$1.37K 0.1% 98
2025
Q4 		$542K Sell
4,765
-1,132
-19% -$125K 0.13% 85
2025
Q3 		$675K Sell
5,897
-37
-0.6% -$4.36K 0.16% 83
2025
Q2 		$736K Sell
5,934
-592
-9% -$61.5K 0.19% 78
2025
Q1 		$644K Sell
6,526
-223
-3% -$24K 0.17% 80
2024
Q4 		$752K Sell
6,749
-68
-1% -$7.14K 0.21% 68
2024
Q3 		$656K Buy
6,817
+409
+6% +$37.6K 0.18% 71
2024
Q2 		$636K Sell
6,408
-474
-7% -$51K 0.17% 73
2024
Q1 		$842K Sell
6,882
-880
-11% -$91.9K 0.22% 67
2023
Q4 		$701K Sell
7,762
-27
-0.3% -$2.38K 0.24% 48
2023
Q3 		$631K Buy
+7,789
New +$665K 0.12% 86
2023
Q2 		– Sell
-6,322
Closed -$633K – 102
2023
Q1 		$633K Buy
6,322
+341
+6% +$34.4K 0.17% 83
2022
Q4 		$520K Buy
5,981
+94
+2% +$8.99K 0.14% 90
2022
Q3 		$555K Sell
5,887
-34,352
-85% -$3.68M 0.15% 91
2022
Q2 		$3.8M Sell
40,239
-889
-2% -$98.7K 0.93% 39
2022
Q1 		$5.64M Buy
+41,128
New +$5.95M 1.17% 26
2021
Q3 		$5.42M Buy
32,058
+1,212
+4% +$216K 1.21% 23
2021
Q2 		$5.42M Buy
30,846
+17,530
+132% +$3.15M 1.29% 20
2021
Q1 		$2.54M Buy
13,316
+1,796
+16% +$331K 0.53% 57
2020
Q4 		$2.09M Sell
11,520
-687
-6% -$98.6K 0.57% 49
2020
Q3 		$1.51M Buy
12,207
+4,111
+51% +$514K 0.4% 67
2020
Q2 		$903K Buy
8,096
+329
+4% +$36.3K 0.25% 86
2020
Q1 		$750K Sell
7,767
-515
-6% -$65.1K 0.25% 87
2019
Q4 		$1.2M Buy
+8,282
New +$1.16M 0.32% 81

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Advisory Solutions's DIS Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Walt Disney (DIS) stake by 0.09% in Q3 2026, selling an estimated $410 and leaving 4,207 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #103.

Wealth Advisory Solutions first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.64M in Q1 2022. 749 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Wealth Advisory Solutions held 4,207 shares of Walt Disney worth $441K as of Q3 2026.
  • Wealth Advisory Solutions sold 4 Walt Disney shares in Q3 2026, an estimated $410.
  • Walt Disney made up 0.09% of Wealth Advisory Solutions's portfolio in Q3 2026, its #103 holding.
  • Wealth Advisory Solutions first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's Walt Disney position peaked at $5.64M in Q1 2022.
  • 749 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.