CarsonAllaria Wealth Management’s Walt Disney DIS Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-838	Closed	-$104K	–	147
2025 Q2	$104K	Hold	838	–	–	0.06%	102
2025 Q1	$82.7K	Sell	838 -147	-15%	-$15.8K	0.05%	111
2024 Q4	$110K	Buy	985 +148	+18%	+$15.5K	0.06%	99
2024 Q3	$80.6K	Hold	837	–	–	0.05%	110
2024 Q2	$83.1K	Hold	837	–	–	0.05%	106
2024 Q1	$102K	Buy	837 +700	+511%	+$73.1K	0.06%	100
2023 Q4	$12.4K	Sell	137 -114	-45%	-$10.1K	0.01%	201
2023 Q3	$20.4K	Hold	251	–	–	0.02%	158
2023 Q2	$22.5K	Buy	251 +10	+4%	+$947	0.02%	159
2023 Q1	$24.2K	Sell	241 -118	-33%	-$11.9K	0.02%	152
2022 Q4	$31K	Hold	359	–	–	0.03%	130
2022 Q3	$34K	Hold	359	–	–	0.03%	118
2022 Q2	$34K	Sell	359 -1	-0.3%	-$111	0.03%	125
2022 Q1	$49K	Buy	360 +51	+17%	+$7.37K	0.04%	112
2021 Q4	$48K	Buy	+309	New	+$49.9K	0.04%	116

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

CarsonAllaria Wealth Management's DIS Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 838 shares — an estimated $104K sold.

CarsonAllaria Wealth Management first reported a position in DIS in Q4 2021 and held it in 15 quarters. The position peaked at $110K in Q4 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 838 Walt Disney shares in Q3 2025, an estimated $104K.
CarsonAllaria Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Walt Disney position peaked at $110K in Q4 2024.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.