APWA
DIS icon

Atlas Private Wealth Advisors’s Walt Disney DIS Stock Holding History

Atlas Private Wealth 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
Q3 		– Sell
-3,486
Closed -$432K – 149
2025
Q2 		$432K Buy
3,486
+523
+18% +$54.3K 0.06% 125
2025
Q1 		$293K Sell
2,963
-546
-16% -$58.7K 0.04% 145
2024
Q4 		$391K Sell
3,509
-600
-15% -$63K 0.06% 115
2024
Q3 		$395K Buy
4,109
+912
+29% +$83.9K 0.06% 106
2024
Q2 		$317K Buy
+3,197
New +$344K 0.05% 115
2024
Q1 		– Sell
-3,306
Closed -$299K – 120
2023
Q4 		$299K Sell
3,306
-1,128
-25% -$99.4K 0.06% 123
2023
Q3 		$359K Sell
4,434
-500
-10% -$42.7K 0.07% 130
2023
Q2 		$441K Buy
4,934
+2,917
+145% +$276K 0.09% 117
2023
Q1 		$202K Buy
+2,017
New +$203K 0.09% 122
2022
Q2 		– Sell
-2,184
Closed -$300K – 132
2022
Q1 		$300K Buy
2,184
+146
+7% +$21.1K 0.13% 109
2021
Q4 		$316K Sell
2,038
-462
-18% -$74.6K 0.15% 116
2021
Q3 		$423K Sell
2,500
-460
-16% -$82K 0.22% 92
2021
Q2 		$520K Buy
2,960
+375
+15% +$67.4K 0.28% 76
2021
Q1 		$477K Buy
2,585
+220
+9% +$40.6K 0.27% 78
2020
Q4 		$429K Buy
2,365
+306
+15% +$43.9K 0.29% 76
2020
Q3 		$256K Sell
2,059
-595
-22% -$74.4K 0.21% 85
2020
Q2 		$296K Buy
+2,654
New +$293K 0.26% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Atlas Private Wealth Advisors's DIS Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 3,486 shares — an estimated $432K sold.

Atlas Private Wealth Advisors first reported a position in DIS in Q2 2020 and held it in 17 quarters. The position peaked at $520K in Q2 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3,486 Walt Disney shares in Q3 2025, an estimated $432K.
  • Atlas Private Wealth Advisors first reported a position in Walt Disney in Q2 2020 and held it in 17 quarters.
  • Atlas Private Wealth Advisors's Walt Disney position peaked at $520K in Q2 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.