James T. Borello RIA
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James T. Borello RIA’s Walt Disney DIS Stock Holding History

James T. Borello RIA’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 		$65.8K Buy
627
+15
+2% +$1.54K 0.01% 215
2026
Q2 		$58.9K Sell
612
-63
-9% -$6.42K 0.01% 217
2026
Q1 		$65.1K Buy
675
+367
+119% +$38.8K 0.02% 193
2025
Q4 		$35.1K Buy
308
+46
+18% +$5.07K 0.01% 206
2025
Q3 		$30K Buy
262
+254
+3,175% +$29.9K 0.01% 197
2025
Q2 		$1K Hold
8
– – ﹤0.01% 278
2025
Q1 		$796 Hold
8
– – ﹤0.01% 215
2024
Q4 		$895 Sell
8
-20
-71% -$2.1K ﹤0.01% 191
2024
Q3 		$2.71K Hold
28
– – ﹤0.01% 158
2024
Q2 		$2.79K Hold
28
– – ﹤0.01% 147
2024
Q1 		$3.44K Hold
28
– – ﹤0.01% 142
2023
Q4 		$2.53K Buy
+28
New +$2.47K ﹤0.01% 128

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

James T. Borello RIA's DIS Position: Q3 2026 in Review

James T. Borello RIA increased its Walt Disney (DIS) stake by 2.5% in Q3 2026, buying an estimated $1.54K and bringing the position to 627 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #215.

James T. Borello RIA first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. 826 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • James T. Borello RIA held 627 shares of Walt Disney worth $65.8K as of Q3 2026.
  • James T. Borello RIA bought 15 Walt Disney shares in Q3 2026, an estimated $1.54K.
  • Walt Disney made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #215 holding.
  • James T. Borello RIA first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
  • 826 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.