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Angeles Investment Advisors’s Walt Disney DIS Stock Holding History

Angeles Investment Advisors’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
-4,236
Closed -$474K – 84
2024
Q4 		$474K Buy
4,236
+20
+0.5% +$2.1K 0.02% 98
2024
Q3 		$406K Buy
4,216
+25
+0.6% +$2.3K 0.02% 129
2024
Q2 		$416K Sell
4,191
-2,438
-37% -$262K 0.02% 122
2024
Q1 		$811K Buy
6,629
+714
+12% +$74.6K 0.04% 57
2023
Q4 		$535K Buy
5,915
+1,713
+41% +$151K 0.03% 90
2023
Q3 		$341K Buy
4,202
+58
+1% +$4.95K 0.03% 125
2023
Q2 		$370K Sell
4,144
-67
-2% -$6.35K 0.03% 94
2023
Q1 		$422K Sell
4,211
-82
-2% -$8.27K 0.03% 75
2022
Q4 		$373K Buy
+4,293
New +$411K 0.03% 55
2022
Q3 		– Sell
-2,640
Closed -$249K – 69
2022
Q2 		$249K Buy
2,640
+1,160
+78% +$129K 0.02% 85
2022
Q1 		$203K Sell
1,480
-8,152
-85% -$1.18M 0.01% 116
2021
Q4 		$1.49M Sell
9,632
-2,900
-23% -$468K 0.07% 63
2021
Q3 		$2.12M Buy
12,532
+3,481
+38% +$620K 0.12% 49
2021
Q2 		$1.59M Sell
9,051
-1,285
-12% -$231K 0.1% 40
2021
Q1 		$1.91M Buy
10,336
+5,220
+102% +$963K 0.15% 28
2020
Q4 		$927K Hold
5,116
– – 0.09% 39
2020
Q3 		$635K Hold
5,116
– – 0.08% 48
2020
Q2 		$570K Sell
5,116
-1,637
-24% -$181K 0.08% 48
2020
Q1 		$758K Sell
6,753
-5,175
-43% -$654K 0.2% 36
2019
Q4 		$1.73M Buy
11,928
+812
+7% +$113K 0.35% 17
2019
Q3 		$1.45M Buy
11,116
+3,698
+50% +$511K 0.31% 19
2019
Q2 		$1.04M Buy
7,418
+3,699
+99% +$491K 0.25% 22
2019
Q1 		$413K Buy
+3,719
New +$416K 0.39% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Angeles Investment Advisors's DIS Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 4,236 shares — an estimated $474K sold.

Angeles Investment Advisors first reported a position in DIS in Q1 2019 and held it in 23 quarters. The position peaked at $2.12M in Q3 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 4,236 Walt Disney shares in Q1 2025, an estimated $474K.
  • Angeles Investment Advisors first reported a position in Walt Disney in Q1 2019 and held it in 23 quarters.
  • Angeles Investment Advisors's Walt Disney position peaked at $2.12M in Q3 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.