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Advisor Resource Council’s Walt Disney DIS Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-4,679
Closed -$434K – 283
2025
Q1 		$434K Buy
+4,679
New +$503K 0.04% 389
2024
Q4 		– Sell
-2,199
Closed -$212K – 120
2024
Q3 		$212K Buy
+2,199
New +$202K 0.1% 217
2024
Q2 		– Sell
-7,490
Closed -$676K – 104
2024
Q1 		$676K Buy
7,490
+2,839
+61% +$297K 0.29% 85
2023
Q4 		$420K Sell
4,651
-4,314
-48% -$380K 0.05% 290
2023
Q3 		$727K Sell
8,965
-2,964
-25% -$253K 0.38% 49
2023
Q2 		$1.07M Sell
11,929
-3,086
-21% -$292K 0.48% 35
2023
Q1 		$1.51M Buy
15,015
+537
+4% +$54.1K 0.38% 63
2022
Q4 		$1.26M Buy
14,478
+1,119
+8% +$107K 0.61% 27
2022
Q3 		$1.26M Sell
13,359
-11,802
-47% -$1.26M 0.85% 25
2022
Q2 		$2.38M Buy
25,161
+12,921
+106% +$1.43M 0.22% 97
2022
Q1 		$1.68M Sell
12,240
-10,932
-47% -$1.58M 0.5% 56
2021
Q4 		$3.59M Buy
23,172
+12,146
+110% +$1.96M 0.28% 76
2021
Q3 		$1.86M Sell
11,026
-6,083
-36% -$1.08M 0.57% 47
2021
Q2 		$3.01M Buy
+17,109
New +$3.08M 0.31% 71

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Resource Council's DIS Position: Q2 2025 in Review

Advisor Resource Council sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 4,679 shares — an estimated $434K sold.

Advisor Resource Council first reported a position in DIS in Q2 2021 and held it in 14 quarters. The position peaked at $3.59M in Q4 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Advisor Resource Council reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 4,679 Walt Disney shares in Q2 2025, an estimated $434K.
  • Advisor Resource Council first reported a position in Walt Disney in Q2 2021 and held it in 14 quarters.
  • Advisor Resource Council's Walt Disney position peaked at $3.59M in Q4 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.