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Austin Private Wealth’s Walt Disney DIS Stock Holding History

Austin Private Wealth’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
2022
Q1 		– Sell
-500
Closed -$77K – 166
2021
Q4 		$77K Hold
500
– – 0.02% 152
2021
Q3 		$85K Buy
+500
New +$89.1K 0.02% 135

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Austin Private Wealth's DIS Position: Q4 2025 in Review

Austin Private Wealth sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,122 shares — an estimated $243K sold.

Austin Private Wealth first reported a position in DIS in Q4 2019 and held it in 18 quarters. The position peaked at $605K in Q2 2021. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Austin Private Wealth reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Austin Private Wealth sold 2,122 Walt Disney shares in Q4 2025, an estimated $243K.
  • Austin Private Wealth first reported a position in Walt Disney in Q4 2019 and held it in 18 quarters.
  • Austin Private Wealth's Walt Disney position peaked at $605K in Q2 2021.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.