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Avantax Advisory Services’s Walt Disney DIS Stock Holding History

Avantax Advisory Services’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 		$15M Sell
121,008
-11,562
-9% -$1.2M 0.08% 190
2025
Q1 		$13.1M Buy
132,570
+1,689
+1% +$182K 0.08% 196
2024
Q4 		$14.6M Buy
130,881
+8,450
+7% +$888K 0.09% 167
2024
Q3 		$11.8M Buy
122,431
+4,804
+4% +$442K 0.08% 188
2024
Q2 		$11.7M Buy
117,627
+12,013
+11% +$1.29M 0.08% 183
2024
Q1 		$12.9M Buy
105,614
+4,401
+4% +$460K 0.11% 136
2023
Q4 		$9.14M Sell
101,213
-13,427
-12% -$1.18M 0.09% 177
2023
Q3 		$9.29M Sell
114,640
-18,322
-14% -$1.56M 0.1% 154
2023
Q2 		$11.9M Buy
132,962
+2,595
+2% +$246K 0.14% 124
2023
Q1 		$13.1M Buy
130,367
+21,477
+20% +$2.17M 0.16% 105
2022
Q4 		$9.46M Buy
108,890
+13,802
+15% +$1.32M 0.13% 135
2022
Q3 		$8.97M Buy
95,088
+1,276
+1% +$137K 0.14% 119
2022
Q2 		$8.86M Buy
93,812
+597
+0.6% +$66.3K 0.13% 127
2022
Q1 		$12.8M Buy
93,215
+8,066
+9% +$1.17M 0.18% 89
2021
Q4 		$13.2M Buy
85,149
+3,991
+5% +$645K 0.2% 86
2021
Q3 		$13.7M Buy
81,158
+4,217
+5% +$752K 0.23% 68
2021
Q2 		$13.5M Buy
76,941
+5,020
+7% +$903K 0.25% 66
2021
Q1 		$13.3M Buy
71,921
+9,982
+16% +$1.84M 0.29% 58
2020
Q4 		$11.2M Sell
61,939
-76,548
-55% -$11M 0.27% 60
2020
Q3 		$17.1M Buy
138,487
+80,555
+139% +$10.1M 0.27% 67
2020
Q2 		$6.46M Buy
57,932
+4,902
+9% +$541K 0.19% 87
2020
Q1 		$5.12M Buy
53,030
+11,130
+27% +$1.41M 0.15% 98
2019
Q4 		$6.06M Buy
41,900
+14,865
+55% +$2.07M 0.14% 94
2019
Q3 		$3.53M Buy
27,035
+5,471
+25% +$757K 0.14% 79
2019
Q2 		$3.01M Buy
21,564
+1,096
+5% +$145K 0.13% 82
2019
Q1 		$2.27M Buy
20,468
+1,867
+10% +$209K 0.12% 91
2018
Q4 		$2.06M Buy
+18,601
New +$2.11M 0.35% 74

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's DIS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Walt Disney (DIS) stake by 8.7% in Q2 2025, selling an estimated $1.2M and leaving 121,008 shares worth $15M. The position accounts for 0.08% of the portfolio, ranked #190.

Avantax Advisory Services first reported a position in DIS in Q4 2018 and has held it in 27 quarters since. The position peaked at $17.1M in Q3 2020. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Avantax Advisory Services held 121,008 shares of Walt Disney worth $15M as of Q2 2025.
  • Avantax Advisory Services sold 11,562 Walt Disney shares in Q2 2025, an estimated $1.2M.
  • Walt Disney made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #190 holding.
  • Avantax Advisory Services first reported a position in Walt Disney in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Walt Disney position peaked at $17.1M in Q3 2020.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.