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Aveo Capital Partners’s Walt Disney DIS Stock Holding History

Aveo Capital Partners’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
-4,601
Closed -$512K – 211
2024
Q4 		$512K Sell
4,601
-3
-0.1% -$315 0.06% 202
2024
Q3 		$443K Sell
4,604
-173
-4% -$15.9K 0.05% 217
2024
Q2 		$474K Sell
4,777
-1,193
-20% -$128K 0.05% 195
2024
Q1 		$679K Buy
5,970
+931
+18% +$97.2K 0.07% 178
2023
Q4 		$455K Sell
5,039
-6,929
-58% -$611K 0.05% 217
2023
Q3 		$970K Buy
11,968
+8,016
+203% +$685K 0.13% 127
2023
Q2 		$353K Buy
3,952
+116
+3% +$11K 0.04% 256
2023
Q1 		$384K Buy
3,836
+296
+8% +$29.8K 0.05% 228
2022
Q4 		$308K Buy
3,540
+521
+17% +$49.8K 0.05% 259
2022
Q3 		$285K Buy
3,019
+236
+8% +$25.3K 0.05% 221
2022
Q2 		$263K Sell
2,783
-76
-3% -$8.44K 0.04% 234
2022
Q1 		$392K Buy
2,859
+98
+4% +$14.2K 0.07% 202
2021
Q4 		$428K Buy
2,761
+774
+39% +$125K 0.08% 192
2021
Q3 		$336K Buy
1,987
+284
+17% +$50.6K 0.07% 198
2021
Q2 		$299K Buy
1,703
+113
+7% +$20.3K 0.07% 214
2021
Q1 		$293K Buy
+1,590
New +$293K 0.07% 197
2017
Q1 		– Sell
-2,350
Closed -$245K – 154
2016
Q4 		$245K Buy
+2,350
New +$229K 0.07% 179

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

Aveo Capital Partners's DIS Position: Q1 2025 in Review

Aveo Capital Partners sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 4,601 shares — an estimated $512K sold.

Aveo Capital Partners first reported a position in DIS in Q4 2016 and held it in 17 quarters. The position peaked at $970K in Q3 2023. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Aveo Capital Partners reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 4,601 Walt Disney shares in Q1 2025, an estimated $512K.
  • Aveo Capital Partners first reported a position in Walt Disney in Q4 2016 and held it in 17 quarters.
  • Aveo Capital Partners's Walt Disney position peaked at $970K in Q3 2023.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.