EWA
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Emergent Wealth Advisors’s Walt Disney DIS Stock Holding History

Emergent Wealth 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
Q3 		– Sell
-1,711
Closed -$212K – 127
2025
Q2 		$212K Buy
+1,711
New +$178K 0.14% 109
2025
Q1 		– Sell
-1,838
Closed -$205K – 111
2024
Q4 		$205K Buy
+1,838
New +$193K 0.15% 108
2024
Q3 		– Sell
-2,038
Closed -$202K – 111
2024
Q2 		$202K Buy
2,038
+75
+4% +$8.07K 0.16% 104
2024
Q1 		$240K Buy
+1,963
New +$205K 0.21% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Emergent Wealth Advisors's DIS Position: Q3 2025 in Review

Emergent Wealth Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,711 shares — an estimated $212K sold.

Emergent Wealth Advisors first reported a position in DIS in Q1 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Emergent Wealth Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Emergent Wealth Advisors sold 1,711 Walt Disney shares in Q3 2025, an estimated $212K.
  • Emergent Wealth Advisors first reported a position in Walt Disney in Q1 2024 and held it in 4 quarters.
  • Emergent Wealth Advisors's Walt Disney position peaked at $240K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Emergent Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.