Balanced Wealth Group’s Walt Disney DIS Stock Holding History

Balanced Wealth Group’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	-2,451	Closed	-$277K	–	67
2024 Q4	$277K	Buy	+2,451	New	+$257K	0.12%	58

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balanced Wealth Group's DIS Position: Q1 2025 in Review

Balanced Wealth Group sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,451 shares — an estimated $277K sold.

Balanced Wealth Group first reported a position in DIS in Q4 2024 and held it in 1 quarter. The position peaked at $277K in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Balanced Wealth Group reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Balanced Wealth Group sold 2,451 Walt Disney shares in Q1 2025, an estimated $277K.
Balanced Wealth Group first reported a position in Walt Disney in Q4 2024 and held it in 1 quarter.
Balanced Wealth Group's Walt Disney position peaked at $277K in Q4 2024.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Balanced Wealth Group's 13F filing for Q1 2025, filed 15 Apr 2025.