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Brandywine Oak Private Wealth’s Walt Disney DIS Stock Holding History

Brandywine Oak Private Wealth’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
-1,942
Closed -$241K – 237
2025
Q2 		$241K Sell
1,942
-110
-5% -$11.4K 0.02% 212
2025
Q1 		$203K Buy
+2,052
New +$221K 0.02% 219
2024
Q4 		– Sell
-2,154
Closed -$207K – 235
2024
Q3 		$207K Sell
2,154
-380
-15% -$35K 0.02% 231
2024
Q2 		$252K Sell
2,534
-24
-0.9% -$2.58K 0.03% 207
2024
Q1 		$313K Sell
2,558
-180
-7% -$18.8K 0.03% 191
2023
Q4 		$247K Sell
2,738
-689
-20% -$60.7K 0.03% 204
2023
Q3 		$278K Sell
3,427
-227
-6% -$19.4K 0.03% 193
2023
Q2 		$326K Sell
3,654
-636
-15% -$60.2K 0.04% 189
2023
Q1 		$430K Buy
4,290
+352
+9% +$35.5K 0.05% 168
2022
Q4 		$342K Sell
3,938
-690
-15% -$66K 0.04% 183
2022
Q3 		$436K Sell
4,628
-832
-15% -$89K 0.06% 166
2022
Q2 		$515K Sell
5,460
-586
-10% -$65K 0.07% 166
2022
Q1 		$827K Sell
6,046
-1,241
-17% -$179K 0.09% 147
2021
Q4 		$1.13M Buy
7,287
+277
+4% +$44.7K 0.12% 119
2021
Q3 		$1.19M Sell
7,010
-88
-1% -$15.7K 0.14% 110
2021
Q2 		$1.25M Buy
7,098
+786
+12% +$141K 0.15% 108
2021
Q1 		$1.16M Sell
6,312
-232
-4% -$42.8K 0.17% 85
2020
Q4 		$1.19M Sell
6,544
-82
-1% -$11.8K 0.18% 83
2020
Q3 		$822K Sell
6,626
-203
-3% -$25.4K 0.14% 91
2020
Q2 		$761K Buy
6,829
+460
+7% +$50.8K 0.14% 96
2020
Q1 		$625K Buy
6,369
+790
+14% +$99.9K 0.13% 93
2019
Q4 		$806K Sell
5,579
-73
-1% -$10.2K 0.15% 80
2019
Q3 		$736K Sell
5,652
-210
-4% -$29K 0.14% 81
2019
Q2 		$818K Buy
5,862
+137
+2% +$18.2K 0.16% 77
2019
Q1 		$635K Buy
5,725
+73
+1% +$8.16K 0.13% 86
2018
Q4 		$619K Buy
+5,652
New +$643K 0.14% 85

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

Brandywine Oak Private Wealth's DIS Position: Q3 2025 in Review

Brandywine Oak Private Wealth sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,942 shares — an estimated $241K sold.

Brandywine Oak Private Wealth first reported a position in DIS in Q4 2018 and held it in 26 quarters. The position peaked at $1.25M in Q2 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Brandywine Oak Private Wealth reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,942 Walt Disney shares in Q3 2025, an estimated $241K.
  • Brandywine Oak Private Wealth first reported a position in Walt Disney in Q4 2018 and held it in 26 quarters.
  • Brandywine Oak Private Wealth's Walt Disney position peaked at $1.25M in Q2 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.