BWS
DIS icon

Buck Wealth Strategies’s Walt Disney DIS Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-8,205
Closed -$939K – 178
2025
Q3 		$939K Buy
+8,205
New +$966K 0.13% 76
2023
Q4 		– Sell
-1,281
Closed -$104K – 128
2023
Q3 		$104K Sell
1,281
-44
-3% -$3.76K 0.04% 74
2023
Q2 		$118K Buy
1,325
+600
+83% +$56.8K 0.05% 47
2023
Q1 		$72.6K Buy
+725
New +$73.1K 0.04% 48

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buck Wealth Strategies's DIS Position: Q4 2025 in Review

Buck Wealth Strategies sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 8,205 shares — an estimated $939K sold.

Buck Wealth Strategies first reported a position in DIS in Q1 2023 and held it in 4 quarters. The position peaked at $939K in Q3 2025. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Buck Wealth Strategies reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 8,205 Walt Disney shares in Q4 2025, an estimated $939K.
  • Buck Wealth Strategies first reported a position in Walt Disney in Q1 2023 and held it in 4 quarters.
  • Buck Wealth Strategies's Walt Disney position peaked at $939K in Q3 2025.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Buck Wealth Strategies's 13F filing for Q4 2025, filed 3 Feb 2026.