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Bellwether Advisors’s Walt Disney DIS Stock Holding History

Bellwether Advisors’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
-39
Closed -$4.84K – 250
2025
Q2 		$4.84K Sell
39
-6
-13% -$623 ﹤0.01% 419
2025
Q1 		$4.44K Hold
45
– – ﹤0.01% 380
2024
Q4 		$5.01K Buy
+45
New +$4.73K ﹤0.01% 379
2023
Q2 		– Sell
-54
Closed -$5.41K – 183
2023
Q1 		$5.41K Hold
54
– – ﹤0.01% 301
2022
Q4 		$4.69K Sell
54
-55
-50% -$5.26K ﹤0.01% 316
2022
Q3 		$10K Buy
109
+55
+102% +$5.89K ﹤0.01% 261
2022
Q2 		$5K Sell
54
-23
-30% -$2.55K ﹤0.01% 277
2022
Q1 		$10K Hold
77
– – ﹤0.01% 309
2021
Q4 		$11K Hold
77
– – ﹤0.01% 324
2021
Q3 		$13K Sell
77
-51
-40% -$9.09K ﹤0.01% 283
2021
Q2 		$22K Hold
128
– – 0.01% 216
2021
Q1 		$23K Hold
128
– – 0.01% 196
2020
Q4 		$23K Buy
+128
New +$18.4K 0.01% 192

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bellwether Advisors's DIS Position: Q3 2025 in Review

Bellwether Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 39 shares — an estimated $4.84K sold.

Bellwether Advisors first reported a position in DIS in Q4 2020 and held it in 13 quarters. The position peaked at $23K in Q1 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Bellwether Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 39 Walt Disney shares in Q3 2025, an estimated $4.84K.
  • Bellwether Advisors first reported a position in Walt Disney in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's Walt Disney position peaked at $23K in Q1 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.