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Crescent Grove Advisors’s Walt Disney DIS Stock Holding History

Crescent Grove Advisors’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
Q1 		– Sell
-2,546
Closed -$285K – 271
2024
Q4 		$285K Sell
2,546
-260
-9% -$27.3K 0.03% 218
2024
Q3 		$270K Sell
2,806
-3
-0.1% -$276 0.03% 234
2024
Q2 		$279K Sell
2,809
-163
-5% -$17.5K 0.03% 221
2024
Q1 		$364K Sell
2,972
-661
-18% -$69K 0.04% 214
2023
Q4 		$329K Sell
3,633
-671
-16% -$59.2K 0.04% 223
2023
Q3 		$349K Buy
4,304
+100
+2% +$8.54K 0.04% 208
2023
Q2 		$375K Sell
4,204
-840
-17% -$79.6K 0.04% 208
2023
Q1 		$505K Sell
5,044
-119
-2% -$12K 0.06% 169
2022
Q4 		$449K Sell
5,163
-21
-0.4% -$2.01K 0.05% 184
2022
Q3 		$489K Buy
5,184
+80
+2% +$8.56K 0.06% 158
2022
Q2 		$482K Sell
5,104
-41
-0.8% -$4.55K 0.05% 165
2022
Q1 		$706K Sell
5,145
-1,097
-18% -$159K 0.07% 149
2021
Q4 		$967K Sell
6,242
-629
-9% -$102K 0.09% 118
2021
Q3 		$1.16M Sell
6,871
-15
-0.2% -$2.67K 0.12% 95
2021
Q2 		$1.21M Buy
6,886
+1,544
+29% +$278K 0.13% 94
2021
Q1 		$986K Buy
5,342
+58
+1% +$10.7K 0.12% 93
2020
Q4 		$957K Buy
5,284
+543
+11% +$77.9K 0.13% 77
2020
Q3 		$588K Sell
4,741
-340
-7% -$42.5K 0.12% 88
2020
Q2 		$567K Sell
5,081
-760
-13% -$83.9K 0.12% 79
2020
Q1 		$564K Buy
5,841
+1,001
+21% +$127K 0.13% 70
2019
Q4 		$704K Buy
4,840
+680
+16% +$94.9K 0.12% 83
2019
Q3 		$542K Buy
4,160
+1,150
+38% +$159K 0.1% 85
2019
Q2 		$420K Buy
3,010
+858
+40% +$114K 0.08% 94
2019
Q1 		$239K Buy
+2,152
New +$241K 0.05% 130

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Crescent Grove Advisors's DIS Position: Q1 2025 in Review

Crescent Grove Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,546 shares — an estimated $285K sold.

Crescent Grove Advisors first reported a position in DIS in Q1 2019 and held it in 24 quarters. The position peaked at $1.21M in Q2 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Crescent Grove Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 2,546 Walt Disney shares in Q1 2025, an estimated $285K.
  • Crescent Grove Advisors first reported a position in Walt Disney in Q1 2019 and held it in 24 quarters.
  • Crescent Grove Advisors's Walt Disney position peaked at $1.21M in Q2 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.