Affinity Wealth’s Walt Disney DIS Stock Holding History

Affinity Wealth’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	-20	Closed	-$2.23K	–	51
2024 Q4	$2.23K	Buy	+20	New	+$2.1K	﹤0.01%	30

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Affinity Wealth's DIS Position: Q1 2025 in Review

Affinity Wealth sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 20 shares — an estimated $2.23K sold.

Affinity Wealth first reported a position in DIS in Q4 2024 and held it in 1 quarter. The position peaked at $2.23K in Q4 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Affinity Wealth reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Affinity Wealth sold 20 Walt Disney shares in Q1 2025, an estimated $2.23K.
Affinity Wealth first reported a position in Walt Disney in Q4 2024 and held it in 1 quarter.
Affinity Wealth's Walt Disney position peaked at $2.23K in Q4 2024.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Affinity Wealth's 13F filing for Q1 2025, filed 26 Aug 2026.