DWM
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David Wealth Management’s Walt Disney DIS Stock Holding History

David 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 		$533K Sell
4,300
-34
-0.8% -$3.53K 0.4% 25
2025
Q1 		$428K Hold
4,334
– – 0.36% 27
2024
Q4 		$483K Buy
+4,334
New +$455K 0.4% 26

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

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

David Wealth Management reduced its Walt Disney (DIS) stake by 0.78% in Q2 2025, selling an estimated $3.53K and leaving 4,300 shares worth $533K. The position accounts for 0.4% of the portfolio, ranked #25.

David Wealth Management first reported a position in DIS in Q4 2024 and has held it in 3 quarters since. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • David Wealth Management held 4,300 shares of Walt Disney worth $533K as of Q2 2025.
  • David Wealth Management sold 34 Walt Disney shares in Q2 2025, an estimated $3.53K.
  • Walt Disney made up 0.4% of David Wealth Management's portfolio in Q2 2025, its #25 holding.
  • David Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 3 quarters since.
  • 3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.