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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 0.18% 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 0.13% 161
2022
Q1 		$25M Buy
+182,066
New +$26.3M 0.42% 36

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's DIS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Walt Disney (DIS) stake by 61% in Q2 2025, selling an estimated $8.56M and leaving 53,470 shares worth $6.63M. The position accounts for 0.15% of the portfolio, ranked #155.

Atria Wealth Solutions first reported a position in DIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $25M in Q1 2022. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Atria Wealth Solutions held 53,470 shares of Walt Disney worth $6.63M as of Q2 2025.
  • Atria Wealth Solutions sold 82,342 Walt Disney shares in Q2 2025, an estimated $8.56M.
  • Walt Disney made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #155 holding.
  • Atria Wealth Solutions first reported a position in Walt Disney in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Walt Disney position peaked at $25M in Q1 2022.
  • 3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.