CWM
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Centricity Wealth Management’s Walt Disney DIS Stock Holding History

Centricity 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 		$3.72K Sell
30
-620
-95% -$64.4K ﹤0.01% 390
2025
Q1 		$64.2K Hold
650
– – 0.06% 142
2024
Q4 		$72.4K Buy
+650
New +$68.3K 0.07% 137

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's DIS Position: Q2 2025 in Review

Centricity Wealth Management reduced its Walt Disney (DIS) stake by 95% in Q2 2025, selling an estimated $64.4K and leaving 30 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Centricity Wealth Management first reported a position in DIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $72.4K in Q4 2024. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Centricity Wealth Management held 30 shares of Walt Disney worth $3.72K as of Q2 2025.
  • Centricity Wealth Management sold 620 Walt Disney shares in Q2 2025, an estimated $64.4K.
  • Walt Disney made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #390 holding.
  • Centricity Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Walt Disney position peaked at $72.4K in Q4 2024.
  • 3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.