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

Avondale 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
-146
Closed -$18.1K – 74
2025
Q2 		$18.1K Hold
146
– – 0.01% 105
2025
Q1 		$14.4K Hold
146
– – 0.01% 104
2024
Q4 		$16.3K Hold
146
– – 0.01% 101
2024
Q3 		$14K Sell
146
-170
-54% -$15.6K 0.01% 103
2024
Q2 		$31.4K Sell
316
-91
-22% -$9.8K 0.02% 95
2024
Q1 		$49.8K Hold
407
– – 0.03% 88
2023
Q4 		$36.7K Hold
407
– – 0.03% 88
2023
Q3 		$33K Hold
407
– – 0.03% 92
2023
Q2 		$36.3K Hold
407
– – 0.03% 90
2023
Q1 		$40.8K Hold
407
– – 0.04% 84
2022
Q4 		$35.4K Hold
407
– – 0.03% 83
2022
Q3 		$38K Hold
407
– – 0.04% 79
2022
Q2 		$38K Sell
407
-50
-11% -$5.55K 0.04% 70
2022
Q1 		$63K Buy
457
+50
+12% +$7.23K 0.07% 58
2021
Q4 		$63K Sell
407
-1,260
-76% -$203K 0.06% 60
2021
Q3 		$282K Sell
1,667
-1,109
-40% -$198K 0.28% 39
2021
Q2 		$488K Buy
2,776
+2,200
+382% +$396K 0.46% 29
2021
Q1 		$106K Buy
576
+167
+41% +$30.8K 0.1% 52
2020
Q4 		$74K Hold
409
– – 0.09% 39
2020
Q3 		$51K Sell
409
-140
-26% -$17.5K 0.08% 39
2020
Q2 		$61K Hold
549
– – 0.09% 32
2020
Q1 		$53K Buy
549
+409
+292% +$51.7K 0.08% 34
2019
Q4 		$20K Hold
140
– – 0.03% 71
2019
Q3 		$18K Hold
140
– – 0.03% 74
2019
Q2 		$20K Hold
140
– – 0.01% 79
2019
Q1 		$16K Hold
140
– – 0.01% 84
2018
Q4 		$15K Hold
140
– – 0.01% 80
2018
Q3 		$16K Hold
140
– – 0.02% 77
2018
Q2 		$15K Hold
140
– – 0.01% 74
2018
Q1 		$14K Sell
140
-100
-42% -$10.6K 0.01% 77
2017
Q4 		$26K Buy
+240
New +$24.7K 0.02% 60

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Avondale Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 146 shares — an estimated $18.1K sold.

Avondale Wealth Management first reported a position in DIS in Q4 2017 and held it in 31 quarters. The position peaked at $488K in Q2 2021. 3,080 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Avondale Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 146 Walt Disney shares in Q3 2025, an estimated $18.1K.
  • Avondale Wealth Management first reported a position in Walt Disney in Q4 2017 and held it in 31 quarters.
  • Avondale Wealth Management's Walt Disney position peaked at $488K in Q2 2021.
  • 3,080 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.