Brophy Wealth Management’s Walt Disney DIS Stock Holding History

Brophy 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
2024 Q3	$729K	Buy	+7,575	New	+$697K	0.26%	92

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brophy Wealth Management's DIS Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Walt Disney (DIS) in Q3 2024: 7,575 shares worth $729K. The stake represents 0.26% of the portfolio and ranks #92 among its holdings.

2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

Brophy Wealth Management held 7,575 shares of Walt Disney worth $729K as of Q3 2024.
Walt Disney was a new Brophy Wealth Management position in Q3 2024.
Walt Disney made up 0.26% of Brophy Wealth Management's portfolio in Q3 2024, its #92 holding.
2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.