Alpine Woods Capital Investors’s Walt Disney DIS Stock Holding History

Alpine Woods Capital Investors’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 Q3	–	Sell	-20,039	Closed	-$2.49M	–	158
2025 Q2	$2.49M	Sell	20,039 -465	-2%	-$48.3K	0.59%	59
2025 Q1	$2.02M	Sell	20,504 -1,871	-8%	-$201K	0.51%	70
2024 Q4	$2.49M	Hold	22,375	–	–	0.47%	67
2024 Q3	$2.26M	Sell	22,375 -2,664	-11%	-$245K	0.4%	79
2024 Q2	$2.49M	Sell	25,039 -4,631	-16%	-$499K	0.38%	82
2024 Q1	$3.3M	Sell	29,670 -8,515	-22%	-$889K	0.65%	51
2023 Q4	$3.45M	Hold	38,185	–	–	0.52%	60
2023 Q3	$3.1M	Buy	+38,185	New	+$3.26M	0.5%	64
2023 Q2	–	Sell	-7,600	Closed	-$761K	–	164
2023 Q1	$761K	Hold	7,600	–	–	0.12%	124
2022 Q4	$660K	Buy	7,600 +3,388	+80%	+$324K	0.1%	132
2022 Q3	$397K	Sell	4,212 -31,000	-88%	-$3.32M	0.05%	157
2022 Q2	$3.32M	Buy	35,212 +5,952	+20%	+$661K	0.42%	87
2022 Q1	$4.01M	Buy	+29,260	New	+$4.23M	0.42%	87
2016 Q1	–	Sell	-65,200	Closed	-$6.85M	–	432
2015 Q4	$6.85M	Hold	65,200	–	–	0.37%	92
2015 Q3	$6.66M	Sell	65,200 -87,500	-57%	-$9.53M	0.36%	94
2015 Q2	$17.4M	Sell	152,700 -35,000	-19%	-$3.84M	0.89%	23
2015 Q1	$19.7M	Sell	187,700 -3,200	-2%	-$323K	1%	18
2014 Q4	$18M	Sell	190,900 -10,500	-5%	-$947K	0.92%	27
2014 Q3	$17.9M	Hold	201,400	–	–	0.95%	29
2014 Q2	$17.3K	Sell	201,400 -2,600	-1%	-$212K	0.45%	34
2014 Q1	$16.3M	Buy	204,000 +200	+0.1%	+$15.5K	0.9%	35
2013 Q4	$15.6M	Sell	203,800 -5,900	-3%	-$409K	0.89%	36
2013 Q3	$13.5M	Sell	209,700 -3,800	-2%	-$244K	0.83%	46
2013 Q2	$13.5M	Buy	+213,500	New	+$13.5M	0.86%	48

Other funds holding DIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Alpine Woods Capital Investors's DIS Position: Q3 2025 in Review

Alpine Woods Capital Investors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 20,039 shares — an estimated $2.49M sold.

Alpine Woods Capital Investors first reported a position in DIS in Q2 2013 and held it in 24 quarters. The position peaked at $19.7M in Q1 2015. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Alpine Woods Capital Investors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
Alpine Woods Capital Investors sold 20,039 Walt Disney shares in Q3 2025, an estimated $2.49M.
Alpine Woods Capital Investors first reported a position in Walt Disney in Q2 2013 and held it in 24 quarters.
Alpine Woods Capital Investors's Walt Disney position peaked at $19.7M in Q1 2015.
3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2025, filed 15 Oct 2025.