West Wealth Group
DIS icon

West Wealth Group’s Walt Disney DIS Stock Holding History

West Wealth 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 		$392K Sell
3,734
-1,785
-32% -$183K 0.06% 101
2026
Q2 		$531K Buy
5,519
+138
+3% +$14.1K 0.09% 84
2026
Q1 		$519K Sell
5,381
-2,258
-30% -$239K 0.1% 74
2025
Q4 		$869K Sell
7,639
-251
-3% -$27.6K 0.18% 43
2025
Q3 		$881K Buy
7,890
+167
+2% +$19.7K 0.2% 38
2025
Q2 		$890K Sell
7,723
-1,288
-14% -$134K 0.22% 37
2025
Q1 		$880K Buy
9,011
+5,601
+164% +$602K 0.26% 33
2024
Q4 		$380K Buy
+3,410
New +$358K 0.11% 59
2024
Q3 		– Sell
-2,368
Closed -$235K – 86
2024
Q2 		$235K Buy
2,368
+81
+4% +$8.72K 0.08% 78
2024
Q1 		$280K Sell
2,287
-74
-3% -$7.73K 0.1% 64
2023
Q4 		$213K Sell
2,361
-848
-26% -$74.8K 0.08% 78
2023
Q3 		$260K Sell
3,209
-155
-5% -$13.2K 0.11% 61
2023
Q2 		$300K Sell
3,364
-98
-3% -$9.28K 0.13% 51
2023
Q1 		$347K Sell
3,462
-96
-3% -$9.7K 0.16% 45
2022
Q4 		$309K Sell
3,558
-23
-0.6% -$2.2K 0.15% 48
2022
Q3 		$337K Buy
3,581
+180
+5% +$19.3K 0.17% 44
2022
Q2 		$321K Buy
3,401
+27
+0.8% +$3K 0.15% 45
2022
Q1 		$462K Buy
3,374
+214
+7% +$30.9K 0.18% 35
2021
Q4 		$489K Buy
+3,160
New +$510K 0.18% 32

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

West Wealth Group's DIS Position: Q3 2026 in Review

West Wealth Group reduced its Walt Disney (DIS) stake by 32% in Q3 2026, selling an estimated $183K and leaving 3,734 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #101.

West Wealth Group first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $890K in Q2 2025. 749 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • West Wealth Group held 3,734 shares of Walt Disney worth $392K as of Q3 2026.
  • West Wealth Group sold 1,785 Walt Disney shares in Q3 2026, an estimated $183K.
  • Walt Disney made up 0.06% of West Wealth Group's portfolio in Q3 2026, its #101 holding.
  • West Wealth Group first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's Walt Disney position peaked at $890K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.