A4 Wealth Advisors’s Walt Disney DIS Stock Holding History

A4 Wealth Advisors’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
2025 Q4	–	Sell	-2,359	Closed	-$270K	–	143
2025 Q3	$270K	Buy	+2,359	New	+$278K	0.23%	133

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

A4 Wealth Advisors's DIS Position: Q4 2025 in Review

A4 Wealth Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,359 shares — an estimated $270K sold.

A4 Wealth Advisors first reported a position in DIS in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

A4 Wealth Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
A4 Wealth Advisors sold 2,359 Walt Disney shares in Q4 2025, an estimated $270K.
A4 Wealth Advisors first reported a position in Walt Disney in Q3 2025 and held it in 1 quarter.
A4 Wealth Advisors's Walt Disney position peaked at $270K in Q3 2025.
3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.