AWM
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Accredited Wealth Management’s Walt Disney DIS Stock Holding History

Accredited Wealth Management’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
Q3 		$130K Sell
247
-939
-79% -$111K 0.1% 86
2025
Q2 		$147K Sell
1,186
-275
-19% -$28.6K 0.12% 77
2025
Q1 		$144K Sell
1,461
-240
-14% -$25.8K 0.12% 65
2024
Q4 		$190K Buy
+1,701
New +$179K 0.17% 69

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Accredited Wealth Management's DIS Position: Q3 2025 in Review

Accredited Wealth Management reduced its Walt Disney (DIS) stake by 79% in Q3 2025, selling an estimated $111K and leaving 247 shares worth $130K. The position accounts for 0.1% of the portfolio, ranked #86.

Accredited Wealth Management first reported a position in DIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $190K in Q4 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Accredited Wealth Management held 247 shares of Walt Disney worth $130K as of Q3 2025.
  • Accredited Wealth Management sold 939 Walt Disney shares in Q3 2025, an estimated $111K.
  • Walt Disney made up 0.1% of Accredited Wealth Management's portfolio in Q3 2025, its #86 holding.
  • Accredited Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Walt Disney position peaked at $190K in Q4 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.