Westwind Capital’s Walt Disney DIS Stock Holding History

Westwind Capital’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	$1.5M	Buy	14,297 +556	+4%	+$57K	0.35%	67
2026 Q2	$1.32M	Buy	+13,741	New	+$1.4M	0.31%	68
2020 Q4	–	Sell	-79	Closed	-$10K	–	39
2020 Q3	$10K	Sell	79 -64,788	-100%	-$8.1M	﹤0.01%	34
2020 Q2	$7.23M	Sell	64,867 -582	-0.9%	-$64.3K	2.74%	17
2020 Q1	$6.32M	Buy	65,449 +7,636	+13%	+$965K	3.27%	16
2019 Q4	$8.36M	Sell	57,813 -65	-0.1%	-$9.07K	4.06%	14
2019 Q3	$7.54M	Buy	+57,878	New	+$8M	3.98%	15

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Westwind Capital's DIS Position: Q3 2026 in Review

Westwind Capital increased its Walt Disney (DIS) stake by 4% in Q3 2026, buying an estimated $57K and bringing the position to 14,297 shares worth $1.5M. The position accounts for 0.35% of the portfolio, ranked #67.

Westwind Capital first reported a position in DIS in Q3 2019 and has held it in 7 quarters since. The position peaked at $8.36M in Q4 2019. 1,304 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Westwind Capital held 14,297 shares of Walt Disney worth $1.5M as of Q3 2026.
Westwind Capital bought 556 Walt Disney shares in Q3 2026, an estimated $57K.
Walt Disney made up 0.35% of Westwind Capital's portfolio in Q3 2026, its #67 holding.
Westwind Capital first reported a position in Walt Disney in Q3 2019 and has held it in 7 quarters since.
Westwind Capital's Walt Disney position peaked at $8.36M in Q4 2019.
1,304 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.