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Atticus Wealth Management’s Walt Disney DIS Stock Holding History

Atticus Wealth Management’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
-1,496
Closed -$186K – 305
2025
Q2 		$186K Sell
1,496
-113
-7% -$11.7K 0.05% 174
2025
Q1 		$159K Hold
1,609
– – 0.05% 128
2024
Q4 		$179K Sell
1,609
-175
-10% -$18.4K 0.06% 123
2024
Q3 		$172K Sell
1,784
-14
-0.8% -$1.29K 0.06% 131
2024
Q2 		$179K Sell
1,798
-4
-0.2% -$431 0.06% 120
2024
Q1 		$220K Hold
1,802
– – 0.07% 117
2023
Q4 		$163K Hold
1,802
– – 0.06% 129
2023
Q3 		$146K Sell
1,802
-200
-10% -$17.1K 0.06% 144
2023
Q2 		$179K Sell
2,002
-487
-20% -$46.1K 0.07% 140
2023
Q1 		$249K Sell
2,489
-2,202
-47% -$222K 0.1% 117
2022
Q4 		$408K Sell
4,691
-1,337
-22% -$128K 0.17% 84
2022
Q3 		$569K Hold
6,028
– – 0.28% 53
2022
Q2 		$569K Sell
6,028
-2,238
-27% -$248K 0.24% 65
2022
Q1 		$1.13M Sell
8,266
-482
-6% -$69.7K 0.41% 49
2021
Q4 		$1.35M Buy
8,748
+1,211
+16% +$196K 0.53% 35
2021
Q3 		$1.27M Sell
7,537
-854
-10% -$152K 0.56% 34
2021
Q2 		$1.48M Sell
8,391
-189
-2% -$34K 0.64% 34
2021
Q1 		$1.58M Sell
8,580
-1,071
-11% -$198K 0.75% 34
2020
Q4 		$1.75M Buy
9,651
+269
+3% +$38.6K 0.88% 27
2020
Q3 		$1.16M Sell
9,382
-1,405
-13% -$176K 0.69% 33
2020
Q2 		$1.2M Buy
10,787
+2,684
+33% +$296K 0.79% 30
2020
Q1 		$783K Buy
8,103
+722
+10% +$91.3K 0.63% 37
2019
Q4 		$1.07M Buy
+7,381
New +$1.03M 0.68% 35

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

Atticus Wealth Management's DIS Position: Q3 2025 in Review

Atticus Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,496 shares — an estimated $186K sold.

Atticus Wealth Management first reported a position in DIS in Q4 2019 and held it in 23 quarters. The position peaked at $1.75M in Q4 2020. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Atticus Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,496 Walt Disney shares in Q3 2025, an estimated $186K.
  • Atticus Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Walt Disney position peaked at $1.75M in Q4 2020.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.