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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
2021
Q3 		– Sell
-2
Closed -$1K – 759
2021
Q2 		$1K Buy
2
+1
+100% +$180 ﹤0.01% 720
2021
Q1 		$1K Buy
+1
New +$184 ﹤0.01% 793

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.