AWC
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Adamsbrown Wealth Consultants’s Walt Disney DIS Stock Holding History

Adamsbrown Wealth Consultants’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
-2,345
Closed -$269K – 126
2025
Q3 		$269K Sell
2,345
-20
-0.8% -$2.36K 0.07% 97
2025
Q2 		$293K Buy
2,365
+20
+0.9% +$2.08K 0.09% 81
2025
Q1 		$231K Buy
2,345
+31
+1% +$3.33K 0.07% 91
2024
Q4 		$258K Buy
2,314
+122
+6% +$12.8K 0.09% 84
2024
Q3 		$211K Sell
2,192
-14
-0.6% -$1.29K 0.07% 90
2024
Q2 		$219K Buy
2,206
+48
+2% +$5.17K 0.09% 77
2024
Q1 		$264K Buy
+2,158
New +$225K 0.11% 68
2023
Q3 		– Sell
-2,242
Closed -$200K – 83
2023
Q2 		$200K Sell
2,242
-19
-0.8% -$1.8K 0.11% 73
2023
Q1 		$226K Buy
+2,261
New +$228K 0.13% 67
2022
Q4 		– Sell
-2,290
Closed -$216K – 77
2022
Q3 		$216K Hold
2,290
– – 0.16% 70
2022
Q2 		$216K Sell
2,290
-114
-5% -$12.7K 0.17% 78
2022
Q1 		$330K Buy
2,404
+37
+2% +$5.35K 0.26% 66
2021
Q4 		$367K Buy
+2,367
New +$382K 0.33% 51

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Adamsbrown Wealth Consultants's DIS Position: Q4 2025 in Review

Adamsbrown Wealth Consultants sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,345 shares — an estimated $269K sold.

Adamsbrown Wealth Consultants first reported a position in DIS in Q4 2021 and held it in 13 quarters. The position peaked at $367K in Q4 2021. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Adamsbrown Wealth Consultants reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 2,345 Walt Disney shares in Q4 2025, an estimated $269K.
  • Adamsbrown Wealth Consultants first reported a position in Walt Disney in Q4 2021 and held it in 13 quarters.
  • Adamsbrown Wealth Consultants's Walt Disney position peaked at $367K in Q4 2021.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Adamsbrown Wealth Consultants's 13F filing for Q4 2025, filed 13 Jan 2026.