AWM
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Avaii Wealth Management’s Walt Disney DIS Stock Holding History

Avaii 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
Q1 		– Sell
-2,141
Closed -$238K – 129
2024
Q4 		$238K Sell
2,141
-225
-10% -$23.6K 0.12% 114
2024
Q3 		$228K Sell
2,366
-142
-6% -$13.1K 0.11% 120
2024
Q2 		$249K Sell
2,508
-628
-20% -$67.6K 0.14% 119
2024
Q1 		$384K Buy
3,136
+150
+5% +$15.7K 0.23% 82
2023
Q4 		$270K Sell
2,986
-758
-20% -$66.8K 0.18% 116
2023
Q3 		$303K Buy
3,744
+848
+29% +$72.4K 0.23% 94
2023
Q2 		$259K Sell
2,896
-1,291
-31% -$122K 0.2% 113
2023
Q1 		$419K Sell
4,187
-1,584
-27% -$160K 0.37% 62
2022
Q4 		$501K Buy
5,771
+285
+5% +$27.3K 0.45% 54
2022
Q3 		$518K Sell
5,486
-1,420
-21% -$152K 0.54% 45
2022
Q2 		$652K Buy
6,906
+893
+15% +$99.1K 0.7% 24
2022
Q1 		$825K Buy
6,013
+748
+14% +$108K 0.76% 21
2021
Q4 		$815K Buy
+5,265
New +$850K 0.82% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avaii Wealth Management's DIS Position: Q1 2025 in Review

Avaii Wealth Management sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,141 shares — an estimated $238K sold.

Avaii Wealth Management first reported a position in DIS in Q4 2021 and held it in 13 quarters. The position peaked at $825K in Q1 2022. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Avaii Wealth Management reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 2,141 Walt Disney shares in Q1 2025, an estimated $238K.
  • Avaii Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 13 quarters.
  • Avaii Wealth Management's Walt Disney position peaked at $825K in Q1 2022.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Avaii Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.