Anderson Financial Strategies’s Walt Disney DIS Stock Holding History

Anderson Financial Strategies’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	-34	Closed	-$3.86K	–	78
2025 Q1	$3.86K	Buy	+34	New	+$3.65K	﹤0.01%	194

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

Norges Bank Oslo, Norway $935B AUM

Anderson Financial Strategies's DIS Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 34 shares — an estimated $3.86K sold.

Anderson Financial Strategies first reported a position in DIS in Q1 2025 and held it in 1 quarter. The position peaked at $3.86K in Q1 2025. 3,202 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

Anderson Financial Strategies reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
Anderson Financial Strategies sold 34 Walt Disney shares in Q2 2025, an estimated $3.86K.
Anderson Financial Strategies first reported a position in Walt Disney in Q1 2025 and held it in 1 quarter.
Anderson Financial Strategies's Walt Disney position peaked at $3.86K in Q1 2025.
3,202 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.