1W
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1776 Wealth’s Walt Disney DIS Stock Holding History

1776 Wealth’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
2024
Q3 		– Sell
-2,244
Closed -$223K – 145
2024
Q2 		$223K Buy
2,244
+190
+9% +$20.5K 0.1% 135
2024
Q1 		$251K Sell
2,054
-543
-21% -$56.7K 0.12% 117
2023
Q4 		$234K Hold
2,597
– – 0.12% 117
2023
Q3 		$210K Sell
2,597
-150
-5% -$12.8K 0.11% 119
2023
Q2 		$245K Sell
2,747
-105
-4% -$9.95K 0.13% 114
2023
Q1 		$286K Buy
2,852
+43
+2% +$4.33K 0.17% 101
2022
Q4 		$244K Sell
2,809
-9
-0.3% -$861 0.18% 106
2022
Q3 		$265K Hold
2,818
– – 0.2% 87
2022
Q2 		$262K Sell
2,818
-1,000
-26% -$111K 0.18% 98
2022
Q1 		$511K Hold
3,818
– – 0.3% 66
2021
Q4 		$591K Sell
3,818
-488
-11% -$78.8K 0.32% 60
2021
Q3 		$728K Sell
4,306
-827
-16% -$147K 0.41% 42
2021
Q2 		$902K Hold
5,133
– – 0.51% 38
2021
Q1 		$931K Sell
5,133
-72
-1% -$13.3K 0.59% 38
2020
Q4 		$943K Buy
5,205
+98
+2% +$14.1K 0.59% 35
2020
Q3 		$633K Sell
5,107
-43
-0.8% -$5.38K 0.46% 35
2020
Q2 		$574K Sell
5,150
-7,286
-59% -$804K 0.39% 37
2020
Q1 		$1.51M Buy
12,436
+6,408
+106% +$810K 0.64% 27
2019
Q4 		$891K Buy
+6,028
New +$841K 0.76% 22

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1776 Wealth's DIS Position: Q3 2024 in Review

1776 Wealth sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 2,244 shares — an estimated $223K sold.

1776 Wealth first reported a position in DIS in Q4 2019 and held it in 19 quarters. The position peaked at $1.51M in Q1 2020. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • 1776 Wealth reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • 1776 Wealth sold 2,244 Walt Disney shares in Q3 2024, an estimated $223K.
  • 1776 Wealth first reported a position in Walt Disney in Q4 2019 and held it in 19 quarters.
  • 1776 Wealth's Walt Disney position peaked at $1.51M in Q1 2020.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on 1776 Wealth's 13F filing for Q3 2024, filed 6 Nov 2024.