CAWM
DIS icon

Capital A Wealth Management’s Walt Disney DIS Stock Holding History

Capital A 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
2025
Q2 		$28.3K Sell
313
-327
-51% -$34K 0.32% 108
2025
Q1 		$63.2K Sell
640
-3
-0.5% -$322 0.07% 130
2024
Q4 		$71.6K Buy
+643
New +$67.5K 0.12% 131

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's DIS Position: Q2 2025 in Review

Capital A Wealth Management reduced its Walt Disney (DIS) stake by 51% in Q2 2025, selling an estimated $34K and leaving 313 shares worth $28.3K. The position accounts for 0.32% of the portfolio, ranked #108.

Capital A Wealth Management first reported a position in DIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $71.6K in Q4 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Capital A Wealth Management held 313 shares of Walt Disney worth $28.3K as of Q2 2025.
  • Capital A Wealth Management sold 327 Walt Disney shares in Q2 2025, an estimated $34K.
  • Walt Disney made up 0.32% of Capital A Wealth Management's portfolio in Q2 2025, its #108 holding.
  • Capital A Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Walt Disney position peaked at $71.6K in Q4 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.