Donoghue Forlines’s Walt Disney DIS Stock Holding History

Donoghue Forlines’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	-18,641	Closed	-$2.08M	–	117
2024 Q4	$2.08M	Buy	+18,641	New	+$1.96M	0.69%	22
2018 Q4	–	Sell	-23,634	Closed	-$2.76M	–	64
2018 Q3	$2.76M	Buy	+23,634	New	+$2.63M	0.22%	77

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Donoghue Forlines's DIS Position: Q1 2025 in Review

Donoghue Forlines sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 18,641 shares — an estimated $2.08M sold.

Donoghue Forlines first reported a position in DIS in Q3 2018 and held it in 2 quarters. The position peaked at $2.76M in Q3 2018. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Donoghue Forlines reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Donoghue Forlines sold 18,641 Walt Disney shares in Q1 2025, an estimated $2.08M.
Donoghue Forlines first reported a position in Walt Disney in Q3 2018 and held it in 2 quarters.
Donoghue Forlines's Walt Disney position peaked at $2.76M in Q3 2018.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Donoghue Forlines's 13F filing for Q1 2025, filed 12 May 2025.