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Accuvest Global Advisors’s Walt Disney DIS Stock Holding History

Accuvest Global 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
Q1 		– Sell
-24,573
Closed -$2.74M – 66
2024
Q4 		$2.74M Buy
24,573
+9,089
+59% +$955K 3.83% 14
2024
Q3 		$1.49M Buy
+15,484
New +$1.42M 1.28% 21
2023
Q2 		– Sell
-3,201
Closed -$321K – 124
2023
Q1 		$321K Buy
+3,201
New +$323K 0.15% 98
2021
Q4 		– Sell
-20,147
Closed -$3.48M – 115
2021
Q3 		$3.48M Buy
+20,147
New +$3.59M 1.64% 22
2019
Q3 		– Sell
-7,005
Closed -$978K – 77
2019
Q2 		$978K Buy
+7,005
New +$929K 0.57% 39
2019
Q1 		– Sell
-6,690
Closed -$734K – 109
2018
Q4 		$734K Sell
6,690
-3,605
-35% -$410K 0.38% 44
2018
Q3 		$1.2M Buy
+10,295
New +$1.15M 0.45% 37
2018
Q1 		– Sell
-255
Closed -$27K – 102
2017
Q4 		$27K Buy
+255
New +$26.3K 0.02% 61
2017
Q1 		– Sell
-2,470
Closed -$257K – 92
2016
Q4 		$257K Sell
2,470
-5,290
-68% -$516K 0.23% 50
2016
Q3 		$721K Buy
7,760
+3,880
+100% +$372K 0.2% 45
2016
Q2 		$380K Hold
3,880
– – 0.23% 44
2016
Q1 		$385K Buy
3,880
+1,410
+57% +$136K 0.19% 52
2015
Q4 		$260K Hold
2,470
– – 0.11% 58
2015
Q3 		$252K Buy
+2,470
New +$269K 0.12% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Accuvest Global Advisors's DIS Position: Q1 2025 in Review

Accuvest Global Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 24,573 shares — an estimated $2.74M sold.

Accuvest Global Advisors first reported a position in DIS in Q3 2015 and held it in 14 quarters. The position peaked at $3.48M in Q3 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Accuvest Global Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Accuvest Global Advisors sold 24,573 Walt Disney shares in Q1 2025, an estimated $2.74M.
  • Accuvest Global Advisors first reported a position in Walt Disney in Q3 2015 and held it in 14 quarters.
  • Accuvest Global Advisors's Walt Disney position peaked at $3.48M in Q3 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Accuvest Global Advisors's 13F filing for Q1 2025, filed 12 May 2025.