Bordeaux Wealth Advisors’s Walt Disney DIS Stock Holding History

Bordeaux Wealth 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 Q2	$236K	Buy	+1,902	New	+$198K	0.03%	146
2025 Q1	–	Sell	-1,799	Closed	-$200K	–	161
2024 Q4	$200K	Buy	+1,799	New	+$189K	0.03%	156
2024 Q2	–	Sell	-1,714	Closed	-$210K	–	145
2024 Q1	$210K	Buy	+1,714	New	+$179K	0.07%	110
2023 Q2	–	Sell	-4,921	Closed	-$493K	–	105
2023 Q1	$493K	Buy	4,921 +402	+9%	+$40.5K	0.25%	57
2022 Q4	$393K	Sell	4,519 -245	-5%	-$23.4K	0.22%	62
2022 Q3	$449K	Sell	4,764 -176	-4%	-$18.8K	0.28%	54
2022 Q2	$466K	Sell	4,940 -284	-5%	-$31.5K	0.32%	49
2022 Q1	$717K	Sell	5,224 -684	-12%	-$98.9K	0.39%	45
2021 Q4	$915K	Sell	5,908 -1,773	-23%	-$286K	0.42%	42
2021 Q3	$1.3M	Buy	7,681 +400	+5%	+$71.3K	0.74%	26
2021 Q2	$1.28M	Buy	7,281 +165	+2%	+$29.7K	0.74%	21
2021 Q1	$1.31M	Sell	7,116 -5	-0.1%	-$922	0.91%	17
2020 Q4	$1.29M	Buy	+7,121	New	+$1.02M	0.97%	13

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's DIS Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Walt Disney (DIS) in Q2 2025: 1,902 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: Bordeaux Wealth Advisors previously reported a position in DIS as recently as Q4 2024.

Bordeaux Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.31M in Q1 2021. 3,202 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

Bordeaux Wealth Advisors held 1,902 shares of Walt Disney worth $236K as of Q2 2025.
Walt Disney was a new Bordeaux Wealth Advisors position in Q2 2025.
Walt Disney made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #146 holding.
Bordeaux Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 13 quarters since.
Bordeaux Wealth Advisors's Walt Disney position peaked at $1.31M in Q1 2021.
3,202 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.