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Briaud Financial Planning’s Walt Disney DIS Stock Holding History

Briaud Financial Planning’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
-4,169
Closed -$516K – 95
2025
Q2 		$516K Hold
4,169
– – 0.2% 18
2025
Q1 		$411K Hold
4,169
– – 0.16% 18
2024
Q4 		$464K Sell
4,169
-2,803
-40% -$294K 0.19% 18
2024
Q3 		$670K Buy
6,972
+100
+1% +$9.2K 0.35% 12
2024
Q2 		$682K Hold
6,872
– – 0.39% 12
2024
Q1 		$841K Sell
6,872
-5,263
-43% -$550K 0.48% 10
2023
Q4 		$1.1M Buy
12,135
+509
+4% +$44.9K 0.93% 8
2023
Q3 		$942K Buy
+11,626
New +$993K 0.76% 12

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

Briaud Financial Planning's DIS Position: Q3 2025 in Review

Briaud Financial Planning sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 4,169 shares — an estimated $516K sold.

Briaud Financial Planning first reported a position in DIS in Q3 2023 and held it in 8 quarters. The position peaked at $1.1M in Q4 2023. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Briaud Financial Planning reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 4,169 Walt Disney shares in Q3 2025, an estimated $516K.
  • Briaud Financial Planning first reported a position in Walt Disney in Q3 2023 and held it in 8 quarters.
  • Briaud Financial Planning's Walt Disney position peaked at $1.1M in Q4 2023.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.