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Congress Wealth Management’s Walt Disney DIS Stock Holding History

Congress 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 		$19.4M Buy
156,726
+62,904
+67% +$6.54M 0.19% 132
2025
Q1 		$9.28M Buy
93,822
+34,635
+59% +$3.72M 0.11% 220
2024
Q4 		$6.59M Sell
59,187
-40,847
-41% -$4.29M 0.09% 250
2024
Q3 		$9.62M Buy
100,034
+38,247
+62% +$3.52M 0.13% 218
2024
Q2 		$6.13M Buy
61,787
+54,771
+781% +$5.9M 0.1% 223
2024
Q1 		$858K Sell
7,016
-4,167
-37% -$435K 0.01% 387
2023
Q4 		$1.01M Buy
11,183
+7,341
+191% +$647K 0.02% 391
2023
Q3 		$311K Sell
3,842
-336
-8% -$28.7K 0.01% 519
2023
Q2 		$373K Sell
4,178
-326
-7% -$30.9K 0.01% 452
2023
Q1 		$451K Sell
4,504
-3,501
-44% -$353K 0.01% 431
2022
Q4 		$696K Buy
8,005
+857
+12% +$82K 0.02% 375
2022
Q3 		$674K Sell
7,148
-1,210
-14% -$129K 0.02% 372
2022
Q2 		$789K Sell
8,358
-61,433
-88% -$6.82M 0.02% 360
2022
Q1 		$9.57M Buy
69,791
+498
+0.7% +$72K 0.21% 149
2021
Q4 		$10.7M Buy
+69,293
New +$11.2M 0.21% 142

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

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

Congress Wealth Management increased its Walt Disney (DIS) stake by 67% in Q2 2025, buying an estimated $6.54M and bringing the position to 156,726 shares worth $19.4M. The position accounts for 0.19% of the portfolio, ranked #132.

Congress Wealth Management first reported a position in DIS in Q4 2021 and has held it in 15 quarters since. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Congress Wealth Management held 156,726 shares of Walt Disney worth $19.4M as of Q2 2025.
  • Congress Wealth Management bought 62,904 Walt Disney shares in Q2 2025, an estimated $6.54M.
  • Walt Disney made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #132 holding.
  • Congress Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 15 quarters since.
  • 3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.