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Edge Financial Advisors’s Walt Disney DIS Stock Holding History

Edge Financial 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
Q4 		– Sell
-2,020
Closed -$231K – 137
2025
Q3 		$231K Sell
2,020
-111
-5% -$13.1K 0.1% 127
2025
Q2 		$264K Sell
2,131
-100
-4% -$10.4K 0.14% 108
2025
Q1 		$220K Buy
2,231
+88
+4% +$9.46K 0.14% 97
2024
Q4 		$239K Buy
+2,143
New +$225K 0.21% 88
2024
Q3 		– Sell
-2,043
Closed -$203K – 95
2024
Q2 		$203K Buy
2,043
+302
+17% +$32.5K 0.21% 86
2024
Q1 		$213K Buy
+1,741
New +$182K 0.19% 121

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Edge Financial Advisors's DIS Position: Q4 2025 in Review

Edge Financial Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,020 shares — an estimated $231K sold.

Edge Financial Advisors first reported a position in DIS in Q1 2024 and held it in 6 quarters. The position peaked at $264K in Q2 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Edge Financial Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 2,020 Walt Disney shares in Q4 2025, an estimated $231K.
  • Edge Financial Advisors first reported a position in Walt Disney in Q1 2024 and held it in 6 quarters.
  • Edge Financial Advisors's Walt Disney position peaked at $264K in Q2 2025.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.