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Broadway Wealth Solutions’s Walt Disney DIS Stock Holding History

Broadway Wealth Solutions’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 		– Sell
-2,921
Closed -$288K – 95
2025
Q1 		$288K Sell
2,921
-68
-2% -$7.31K 0.21% 58
2024
Q4 		$333K Buy
+2,989
New +$314K 0.25% 46

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Broadway Wealth Solutions's DIS Position: Q2 2025 in Review

Broadway Wealth Solutions sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,921 shares — an estimated $288K sold.

Broadway Wealth Solutions first reported a position in DIS in Q4 2024 and held it in 2 quarters. The position peaked at $333K in Q4 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Broadway Wealth Solutions reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 2,921 Walt Disney shares in Q2 2025, an estimated $288K.
  • Broadway Wealth Solutions first reported a position in Walt Disney in Q4 2024 and held it in 2 quarters.
  • Broadway Wealth Solutions's Walt Disney position peaked at $333K in Q4 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Broadway Wealth Solutions's 13F filing for Q2 2025, filed 18 Jul 2025.