AGA
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Arkos Global Advisors’s Walt Disney DIS Stock Holding History

Arkos Global 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
Q4 		– Sell
-4,014
Closed -$460K – 143
2025
Q3 		$460K Buy
4,014
+1,500
+60% +$177K 0.06% 95
2025
Q2 		$312K Hold
2,514
– – 0.04% 103
2025
Q1 		$248K Hold
2,514
– – 0.04% 112
2024
Q4 		$280K Buy
2,514
+5
+0.2% +$525 0.04% 105
2024
Q3 		$241K Sell
2,509
-96
-4% -$8.83K 0.03% 114
2024
Q2 		$259K Sell
2,605
-1,470
-36% -$158K 0.04% 108
2024
Q1 		$499K Buy
+4,075
New +$426K 0.08% 71
2021
Q4 		– Sell
-1,432
Closed -$242K – 93
2021
Q3 		$242K Hold
1,432
– – 0.08% 72
2021
Q2 		$252K Buy
1,432
+82
+6% +$14.7K 0.09% 75
2021
Q1 		$249K Hold
1,350
– – 0.1% 73
2020
Q4 		$245K Sell
1,350
-900
-40% -$129K 0.1% 70
2020
Q3 		$279K Sell
2,250
-413
-16% -$51.6K 0.13% 65
2020
Q2 		$297K Buy
+2,663
New +$294K 0.15% 65

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return