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Brass Tax Wealth Management’s Walt Disney DIS Stock Holding History

Brass Tax Wealth Management’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 		$288K Sell
2,518
-537
-18% -$63.2K 0.05% 186
2025
Q2 		$379K Buy
3,055
+32
+1% +$3.33K 0.07% 137
2025
Q1 		$298K Buy
3,023
+49
+2% +$5.27K 0.06% 157
2024
Q4 		$331K Buy
2,974
+60
+2% +$6.3K 0.07% 134
2024
Q3 		$280K Buy
2,914
+710
+32% +$65.3K 0.06% 154
2024
Q2 		$219K Buy
+2,204
New +$237K 0.09% 131

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

Brass Tax Wealth Management's DIS Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Walt Disney (DIS) stake by 18% in Q3 2025, selling an estimated $63.2K and leaving 2,518 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #186.

Brass Tax Wealth Management first reported a position in DIS in Q2 2024 and has held it in 6 quarters since. The position peaked at $379K in Q2 2025. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Brass Tax Wealth Management held 2,518 shares of Walt Disney worth $288K as of Q3 2025.
  • Brass Tax Wealth Management sold 537 Walt Disney shares in Q3 2025, an estimated $63.2K.
  • Walt Disney made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #186 holding.
  • Brass Tax Wealth Management first reported a position in Walt Disney in Q2 2024 and has held it in 6 quarters since.
  • Brass Tax Wealth Management's Walt Disney position peaked at $379K in Q2 2025.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.