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
2024 Q2	–	Sell	-9	Closed	-$684	–	95
2024 Q1	$684	Buy	+9	New	+$940	﹤0.01%	131

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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. 3,172 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.
3,172 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.