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Cardinal Strategic Wealth Guidance’s Walt Disney DIS Stock Holding History

Cardinal Strategic Wealth Guidance’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
-2,025
Closed -$232K – 60
2025
Q3 		$232K Sell
2,025
-100
-5% -$11.8K 0.06% 49
2025
Q2 		$264K Sell
2,125
-63
-3% -$6.55K 0.08% 48
2025
Q1 		$216K Sell
2,188
-1,267
-37% -$136K 0.07% 49
2024
Q4 		$385K Buy
3,455
+1,260
+57% +$132K 0.12% 46
2024
Q3 		$211K Hold
2,195
– – 0.07% 51
2024
Q2 		$218K Hold
2,195
– – 0.08% 48
2024
Q1 		$269K Sell
2,195
-452
-17% -$47.2K 0.1% 47
2023
Q4 		$239K Hold
2,647
– – 0.1% 58
2023
Q3 		$215K Sell
2,647
-135
-5% -$11.5K 0.1% 60
2023
Q2 		$248K Sell
2,782
-2
-0.1% -$189 0.11% 55
2023
Q1 		$277K Sell
2,784
-629
-18% -$63.4K 0.13% 50
2022
Q4 		$297K Sell
3,413
-1,022
-23% -$97.8K 0.14% 59
2022
Q3 		$422K Sell
4,435
-176
-4% -$18.8K 0.22% 42
2022
Q2 		$437K Sell
4,611
-865
-16% -$96K 0.22% 43
2022
Q1 		$755K Sell
5,476
-110
-2% -$15.9K 0.35% 38
2021
Q4 		$866K Sell
5,586
-60
-1% -$9.69K 0.4% 40
2021
Q3 		$955K Hold
5,646
– – 0.5% 31
2021
Q2 		$990K Sell
5,646
-52
-0.9% -$9.35K 0.52% 29
2021
Q1 		$1.05M Sell
5,698
-135
-2% -$24.9K 0.62% 25
2020
Q4 		$1.06M Sell
5,833
-218
-4% -$31.3K 0.63% 18
2020
Q3 		$752K Sell
6,051
-696
-10% -$87K 0.53% 22
2020
Q2 		$752K Sell
6,747
-1,450
-18% -$160K 0.56% 23
2020
Q1 		$795K Sell
8,197
-2,534
-24% -$320K 0.73% 17
2019
Q4 		$1.55M Buy
+10,731
New +$1.5M 1.33% 14

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cardinal Strategic Wealth Guidance's DIS Position: Q4 2025 in Review

Cardinal Strategic Wealth Guidance sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,025 shares — an estimated $232K sold.

Cardinal Strategic Wealth Guidance first reported a position in DIS in Q4 2019 and held it in 24 quarters. The position peaked at $1.55M in Q4 2019. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 2,025 Walt Disney shares in Q4 2025, an estimated $232K.
  • Cardinal Strategic Wealth Guidance first reported a position in Walt Disney in Q4 2019 and held it in 24 quarters.
  • Cardinal Strategic Wealth Guidance's Walt Disney position peaked at $1.55M in Q4 2019.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2025, filed 27 Jan 2026.