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Copperwynd Financial’s Walt Disney DIS Stock Holding History

Copperwynd Financial’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 		$981K Buy
7,911
+333
+4% +$34.6K 0.24% 74
2025
Q1 		$748K Buy
7,578
+604
+9% +$64.9K 0.21% 98
2024
Q4 		$777K Sell
6,974
-39
-0.6% -$4.1K 0.21% 80
2024
Q3 		$675K Buy
7,013
+630
+10% +$58K 0.2% 99
2024
Q2 		$598K Buy
6,383
+694
+12% +$74.7K 0.2% 98
2024
Q1 		$696K Buy
5,689
+354
+7% +$37K 0.25% 84
2023
Q4 		$482K Buy
5,335
+303
+6% +$26.7K 0.19% 101
2023
Q3 		$408K Buy
5,032
+174
+4% +$14.9K 0.19% 99
2023
Q2 		$434K Buy
4,858
+419
+9% +$39.7K 0.2% 108
2023
Q1 		$444K Buy
4,439
+661
+17% +$66.6K 0.23% 106
2022
Q4 		$328K Sell
3,778
-20,256
-84% -$1.94M 0.18% 105
2022
Q3 		$2.27M Buy
24,034
+19,868
+477% +$2.13M 1.3% 15
2022
Q2 		$393K Buy
4,166
+93
+2% +$10.3K 0.23% 97
2022
Q1 		$559K Buy
4,073
+232
+6% +$33.5K 0.23% 98
2021
Q4 		$595K Buy
3,841
+160
+4% +$25.8K 0.23% 82
2021
Q3 		$623K Buy
3,681
+68
+2% +$12.1K 0.26% 74
2021
Q2 		$635K Buy
3,613
+46
+1% +$8.27K 0.27% 58
2021
Q1 		$658K Sell
3,567
-233
-6% -$43K 0.3% 52
2020
Q4 		$689K Sell
3,800
-140
-4% -$20.1K 0.33% 44
2020
Q3 		$489K Sell
3,940
-121
-3% -$15.1K 0.26% 61
2020
Q2 		$453K Sell
4,061
-297
-7% -$32.8K 0.26% 62
2020
Q1 		$421K Sell
4,358
-201
-4% -$25.4K 0.2% 48
2019
Q4 		$659K Buy
4,559
+65
+1% +$9.07K 0.35% 50
2019
Q3 		$597K Buy
4,494
+481
+12% +$66.5K 0.34% 58
2019
Q2 		$560K Sell
4,013
-41
-1% -$5.44K 0.32% 44
2019
Q1 		$450K Buy
4,054
+148
+4% +$16.5K 0.27% 63
2018
Q4 		$428K Buy
3,906
+198
+5% +$22.5K 0.27% 40
2018
Q3 		$434K Buy
+3,708
New +$413K 0.26% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Copperwynd Financial's DIS Position: Q2 2025 in Review

Copperwynd Financial increased its Walt Disney (DIS) stake by 4.4% in Q2 2025, buying an estimated $34.6K and bringing the position to 7,911 shares worth $981K. The position accounts for 0.24% of the portfolio, ranked #74.

Copperwynd Financial first reported a position in DIS in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.27M in Q3 2022. 3,202 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Copperwynd Financial held 7,911 shares of Walt Disney worth $981K as of Q2 2025.
  • Copperwynd Financial bought 333 Walt Disney shares in Q2 2025, an estimated $34.6K.
  • Walt Disney made up 0.24% of Copperwynd Financial's portfolio in Q2 2025, its #74 holding.
  • Copperwynd Financial first reported a position in Walt Disney in Q3 2018 and has held it in 28 quarters since.
  • Copperwynd Financial's Walt Disney position peaked at $2.27M in Q3 2022.
  • 3,202 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.