DBRC
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D.B. Root & Company’s Walt Disney DIS Stock Holding History

D.B. Root & Company’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
-2,170
Closed -$242K – 187
2024
Q4 		$242K Buy
+2,170
New +$228K 0.08% 161
2022
Q2 		– Sell
-1,593
Closed -$218K – 171
2022
Q1 		$218K Buy
1,593
+24
+2% +$3.47K 0.08% 176
2021
Q4 		$243K Buy
1,569
+112
+8% +$18.1K 0.09% 172
2021
Q3 		$246K Sell
1,457
-5
-0.3% -$891 0.1% 176
2021
Q2 		$257K Sell
1,462
-37
-2% -$6.65K 0.1% 184
2021
Q1 		$276K Sell
1,499
-969
-39% -$179K 0.11% 181
2020
Q4 		$447K Buy
2,468
+457
+23% +$65.6K 0.18% 147
2020
Q3 		$249K Buy
2,011
+131
+7% +$16.4K 0.1% 184
2020
Q2 		$209K Sell
1,880
-3,041
-62% -$336K 0.09% 186
2020
Q1 		$475K Buy
4,921
+2,733
+125% +$346K 0.24% 108
2019
Q4 		$316K Sell
2,188
-168
-7% -$23.4K 0.14% 165
2019
Q3 		$307K Buy
2,356
+28
+1% +$3.87K 0.14% 163
2019
Q2 		$325K Buy
+2,328
New +$309K 0.14% 162

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

D.B. Root & Company's DIS Position: Q1 2025 in Review

D.B. Root & Company sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,170 shares — an estimated $242K sold.

D.B. Root & Company first reported a position in DIS in Q2 2019 and held it in 13 quarters. The position peaked at $475K in Q1 2020. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • D.B. Root & Company reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • D.B. Root & Company sold 2,170 Walt Disney shares in Q1 2025, an estimated $242K.
  • D.B. Root & Company first reported a position in Walt Disney in Q2 2019 and held it in 13 quarters.
  • D.B. Root & Company's Walt Disney position peaked at $475K in Q1 2020.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on D.B. Root & Company's 13F filing for Q1 2025, filed 14 May 2025.