Burt Wealth Advisors’s Walt Disney DIS Stock Holding History

Burt Wealth Advisors’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	$365K	Hold	3,189	–	–	0.09%	87
2025 Q2	$395K	Sell	3,189 -100	-3%	-$10.4K	0.09%	83
2025 Q1	$325K	Sell	3,289 -121	-4%	-$13K	0.08%	85
2024 Q4	$380K	Sell	3,410 -194	-5%	-$20.4K	0.1%	77
2024 Q3	$347K	Sell	3,604 -215	-6%	-$19.8K	0.09%	82
2024 Q2	$379K	Sell	3,819 -268	-7%	-$28.9K	0.1%	71
2024 Q1	$500K	Buy	4,087 +483	+13%	+$50.5K	0.13%	65
2023 Q4	$325K	Sell	3,604 -325	-8%	-$28.7K	0.09%	80
2023 Q3	$318K	Sell	3,929 -672	-15%	-$57.4K	0.1%	76
2023 Q2	$411K	Sell	4,601 -200	-4%	-$18.9K	0.12%	65
2023 Q1	$481K	Hold	4,801	–	–	0.15%	54
2022 Q4	$417K	Hold	4,801	–	–	0.14%	66
2022 Q3	$453K	Buy	4,801 +100	+2%	+$10.7K	0.18%	45
2022 Q2	$444K	Hold	4,701	–	–	0.15%	51
2022 Q1	$645K	Buy	4,701 +215	+5%	+$31.1K	0.19%	44
2021 Q4	$695K	Hold	4,486	–	–	0.23%	40
2021 Q3	$759K	Sell	4,486 -75	-2%	-$13.4K	0.24%	35
2021 Q2	$802K	Sell	4,561 -43	-0.9%	-$7.73K	0.29%	29
2021 Q1	$850K	Hold	4,604	–	–	0.31%	28
2020 Q4	$834K	Hold	4,604	–	–	0.29%	27
2020 Q3	$571K	Sell	4,604 -45	-1%	-$5.63K	0.21%	37
2020 Q2	$518K	Sell	4,649 -165	-3%	-$18.2K	0.21%	34
2020 Q1	$465K	Hold	4,814	–	–	0.21%	37
2019 Q4	$696K	Sell	4,814 -75	-2%	-$10.5K	0.27%	30
2019 Q3	$637K	Hold	4,889	–	–	0.26%	31
2019 Q2	$683K	Sell	4,889 -300	-6%	-$39.8K	0.3%	29
2019 Q1	$576K	Buy	5,189 +587	+13%	+$65.6K	0.26%	33
2018 Q4	$505K	Buy	4,602 +325	+8%	+$37K	0.24%	48
2018 Q3	$500K	Hold	4,277	–	–	0.23%	39
2018 Q2	$448K	Hold	4,277	–	–	0.21%	41
2018 Q1	$430K	Hold	4,277	–	–	0.22%	40
2017 Q4	$460K	Buy	4,277 +800	+23%	+$82.4K	0.29%	37
2017 Q3	$343K	Buy	3,477 +295	+9%	+$30.3K	0.22%	49
2017 Q2	$338K	Buy	3,182 +15	+0.5%	+$1.64K	0.23%	45
2017 Q1	$359K	Sell	3,167 -190	-6%	-$20.9K	0.26%	43
2016 Q4	$350K	Buy	3,357 +86	+3%	+$8.38K	0.31%	46
2016 Q3	$303K	Hold	3,271	–	–	0.32%	42
2016 Q2	$319K	Sell	3,271 -203	-6%	-$20.3K	0.35%	41
2016 Q1	$345K	Buy	3,474 +1	+0%	+$97	0.31%	37
2015 Q4	$364K	Sell	3,473 -18	-0.5%	-$2.01K	0.29%	39
2015 Q3	$356K	Buy	3,491 +126	+4%	+$13.7K	0.44%	31
2015 Q2	$384K	Hold	3,365	–	–	0.42%	38
2015 Q1	$355K	Buy	3,365 +1	+0%	+$101	0.36%	31
2014 Q4	$317K	Buy	+3,364	New	+$303K	0.34%	44

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Burt Wealth Advisors's DIS Position: Q3 2025 in Review

Burt Wealth Advisors held its Walt Disney (DIS) position steady in Q3 2025 at 3,189 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #87.

Burt Wealth Advisors first reported a position in DIS in Q4 2014 and has held it in 44 quarters since. The position peaked at $850K in Q1 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Burt Wealth Advisors held 3,189 shares of Walt Disney worth $365K as of Q3 2025.
Burt Wealth Advisors left its Walt Disney share count unchanged in Q3 2025.
Walt Disney made up 0.09% of Burt Wealth Advisors's portfolio in Q3 2025, its #87 holding.
Burt Wealth Advisors first reported a position in Walt Disney in Q4 2014 and has held it in 44 quarters since.
Burt Wealth Advisors's Walt Disney position peaked at $850K in Q1 2021.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.