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Blueprint Investment Partners’s Walt Disney DIS Stock Holding History

Blueprint Investment 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
-6,923
Closed -$771K – 126
2024
Q4 		$771K Buy
+6,923
New +$727K 0.12% 92
2024
Q3 		– Sell
-3,659
Closed -$363K – 167
2024
Q2 		$363K Sell
3,659
-1,616
-31% -$174K 0.08% 94
2024
Q1 		$645K Buy
5,275
+2,033
+63% +$212K 0.13% 71
2023
Q4 		$293K Buy
+3,242
New +$286K 0.08% 102
2023
Q2 		– Sell
-4,477
Closed -$448K – 169
2023
Q1 		$448K Buy
+4,477
New +$451K 0.1% 145
2022
Q4 		– Sell
-4,694
Closed -$443K – 233
2022
Q3 		$443K Buy
+4,694
New +$502K 0.12% 81
2022
Q2 		– Sell
-786
Closed -$108K – 167
2022
Q1 		$108K Buy
786
+19
+2% +$2.75K 0.03% 200
2021
Q4 		$119K Sell
767
-4,337
-85% -$700K 0.03% 228
2021
Q3 		$863K Buy
5,104
+3,540
+226% +$631K 0.43% 43
2021
Q2 		$275K Sell
1,564
-715
-31% -$129K 0.22% 59
2021
Q1 		$421K Buy
2,279
+2,277
+113,850% +$420K 0.33% 37
2020
Q4 		$278 Sell
2
-1,534
-100% -$220K 0.23% 40
2020
Q3 		$278K Buy
+1,536
New +$192K 0.22% 44

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

Blueprint Investment Partners's DIS Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 6,923 shares — an estimated $771K sold.

Blueprint Investment Partners first reported a position in DIS in Q3 2020 and held it in 13 quarters. The position peaked at $863K in Q3 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Blueprint Investment Partners reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 6,923 Walt Disney shares in Q1 2025, an estimated $771K.
  • Blueprint Investment Partners first reported a position in Walt Disney in Q3 2020 and held it in 13 quarters.
  • Blueprint Investment Partners's Walt Disney position peaked at $863K in Q3 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

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