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Beacon Bridge Wealth Partners’s Walt Disney DIS Stock Holding History

Beacon Bridge Wealth 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
-1,950
Closed -$217K – 88
2024
Q4 		$217K Buy
+1,950
New +$205K 0.09% 84
2024
Q3 		– Sell
-2,075
Closed -$206K – 89
2024
Q2 		$206K Hold
2,075
– – 0.09% 91
2024
Q1 		$254K Buy
+2,075
New +$217K 0.12% 83
2023
Q3 		– Sell
-2,281
Closed -$204K – 100
2023
Q2 		$204K Sell
2,281
-100
-4% -$9.47K 0.1% 90
2023
Q1 		$238K Sell
2,381
-9
-0.4% -$907 0.14% 84
2022
Q4 		$208K Buy
+2,390
New +$229K 0.15% 87

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

Beacon Bridge Wealth Partners's DIS Position: Q1 2025 in Review

Beacon Bridge Wealth Partners sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,950 shares — an estimated $217K sold.

Beacon Bridge Wealth Partners first reported a position in DIS in Q4 2022 and held it in 6 quarters. The position peaked at $254K in Q1 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Beacon Bridge Wealth Partners reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 1,950 Walt Disney shares in Q1 2025, an estimated $217K.
  • Beacon Bridge Wealth Partners first reported a position in Walt Disney in Q4 2022 and held it in 6 quarters.
  • Beacon Bridge Wealth Partners's Walt Disney position peaked at $254K in Q1 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.