Atria Wealth Solutions’s Walt Disney DIS Stock Holding History

Atria Wealth Solutions’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 Q2	$6.63M	Sell	53,470 -82,342	-61%	-$8.56M	0.15%	155
2025 Q1	$13.4M	Sell	135,812 -4,950	-4%	-$532K	0.16%	139
2024 Q4	$15.7M	Sell	140,762 -11,179	-7%	-$1.17M	0.17%	120
2024 Q3	$14.6M	Sell	151,941 -16,520	-10%	-$1.52M	0.16%	132
2024 Q2	$16.7M	Buy	168,461 +1,197	+0.7%	+$129K	0.19%	115
2024 Q1	$20.5M	Sell	167,264 -8,128	-5%	-$849K	0.23%	95
2023 Q4	$15.8M	Sell	175,392 -4,339	-2%	-$383K	0.2%	109
2023 Q3	$14.6M	Sell	179,731 -5,961	-3%	-$509K	0.2%	107
2023 Q2	$16.6M	Buy	185,692 +3,733	+2%	+$354K	0.23%	96
2023 Q1	$18.2M	Buy	181,959 +9,055	+5%	+$913K	0.27%	82
2022 Q4	$15M	Buy	172,904 +1,445	+0.8%	+$138K	0.24%	95
2022 Q3	$16.2M	Buy	171,459 +95,564	+126%	+$10.2M	0.28%	83
2022 Q2	$7.16M	Sell	75,895 -106,171	-58%	-$11.8M	0.14%	161
2022 Q1	$25M	Buy	+182,066	New	+$26.3M	0.42%	36

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM