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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
2023
Q3 		– Sell
-2,000
Closed -$179K – 161
2023
Q2 		$179K Buy
+2,000
New +$189K 0.08% 153
2023
Q1 		– Sell
-2,000
Closed -$174K – 268
2022
Q4 		$174K Hold
2,000
– – 0.08% 155
2022
Q3 		$16K Hold
2,000
– – 0.01% 154
2022
Q2 		$17K Buy
+2,000
New +$222K ﹤0.01% 520

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.