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Arrowroot Family Office’s Walt Disney DIS Stock Holding History

Arrowroot Family Office’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
-2,051
Closed -$235K – 148
2025
Q3 		$235K Sell
2,051
-2,126
-51% -$250K 0.09% 133
2025
Q2 		$518K Buy
+4,177
New +$434K 0.23% 82
2024
Q4 		$466K Sell
4,189
-704
-14% -$74K 0.24% 83
2024
Q3 		$471K Sell
4,893
-2,948
-38% -$271K 0.27% 76
2024
Q2 		$779K Sell
7,841
-233
-3% -$25.1K 0.5% 51
2024
Q1 		$988K Sell
8,074
-157
-2% -$16.4K 0.63% 43
2023
Q4 		$743K Sell
8,231
-1,969
-19% -$174K 0.53% 52
2023
Q3 		$827K Sell
10,200
-945
-8% -$80.7K 0.65% 46
2023
Q2 		$995K Sell
11,145
-6,547
-37% -$620K 0.75% 44
2023
Q1 		$1.77M Buy
+17,692
New +$1.78M 1.51% 22

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arrowroot Family Office's DIS Position: Q4 2025 in Review

Arrowroot Family Office sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,051 shares — an estimated $235K sold.

Arrowroot Family Office first reported a position in DIS in Q1 2023 and held it in 10 quarters. The position peaked at $1.77M in Q1 2023. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Arrowroot Family Office reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Arrowroot Family Office sold 2,051 Walt Disney shares in Q4 2025, an estimated $235K.
  • Arrowroot Family Office first reported a position in Walt Disney in Q1 2023 and held it in 10 quarters.
  • Arrowroot Family Office's Walt Disney position peaked at $1.77M in Q1 2023.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Arrowroot Family Office's 13F filing for Q4 2025, filed 11 Feb 2026.