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Cassady Schiller Wealth Management’s Walt Disney DIS Stock Holding History

Cassady Schiller 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
2024
Q4 		$198K Buy
1,778
+149
+9% +$15.7K 0.07% 119
2024
Q3 		$157K Hold
1,629
– – 0.06% 135
2024
Q2 		$162K Sell
1,629
-400
-20% -$43.1K 0.07% 127
2024
Q1 		$248K Sell
2,029
-133
-6% -$13.9K 0.11% 100
2023
Q4 		$188K Buy
2,162
+87
+4% +$7.67K 0.09% 111
2023
Q3 		$168K Sell
2,075
-109
-5% -$9.31K 0.09% 113
2023
Q2 		$195K Hold
2,184
– – 0.11% 105
2023
Q1 		$219K Hold
2,184
– – 0.1% 98
2022
Q4 		$190K Sell
2,184
-63
-3% -$6.03K 0.12% 100
2022
Q3 		$212K Buy
2,247
+11
+0.5% +$1.18K 0.12% 99
2022
Q2 		$211K Sell
2,236
-16
-0.7% -$1.78K 0.11% 98
2022
Q1 		$309K Sell
2,252
-28
-1% -$4.05K 0.15% 85
2021
Q4 		$353K Buy
+2,280
New +$368K 0.21% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's DIS Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Walt Disney (DIS) stake by 9.1% in Q4 2024, buying an estimated $15.7K and bringing the position to 1,778 shares worth $198K. The position accounts for 0.07% of the portfolio, ranked #119.

Cassady Schiller Wealth Management first reported a position in DIS in Q4 2021 and has held it in 13 quarters since. The position peaked at $353K in Q4 2021. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,778 shares of Walt Disney worth $198K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 149 Walt Disney shares in Q4 2024, an estimated $15.7K.
  • Walt Disney made up 0.07% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #119 holding.
  • Cassady Schiller Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 13 quarters since.
  • Cassady Schiller Wealth Management's Walt Disney position peaked at $353K in Q4 2021.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.