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

Etesian 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
Q1 		– Sell
-3,143
Closed -$350K – 142
2024
Q4 		$350K Sell
3,143
-1,402
-31% -$147K 0.15% 115
2024
Q3 		$437K Sell
4,545
-3,014
-40% -$277K 0.2% 105
2024
Q2 		$751K Sell
7,559
-160
-2% -$17.2K 0.42% 73
2024
Q1 		$944K Sell
7,719
-110
-1% -$11.5K 0.54% 59
2023
Q4 		$708K Sell
7,829
-154
-2% -$13.6K 0.43% 71
2023
Q3 		$647K Sell
7,983
-1,539
-16% -$131K 0.44% 73
2023
Q2 		$850K Sell
9,522
-234
-2% -$22.2K 0.55% 62
2023
Q1 		$977K Sell
9,756
-538
-5% -$54.2K 0.65% 51
2022
Q4 		$894K Buy
+10,294
New +$985K 0.65% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Etesian Wealth Advisors's DIS Position: Q1 2025 in Review

Etesian Wealth Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 3,143 shares — an estimated $350K sold.

Etesian Wealth Advisors first reported a position in DIS in Q4 2022 and held it in 9 quarters. The position peaked at $977K in Q1 2023. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Etesian Wealth Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Etesian Wealth Advisors sold 3,143 Walt Disney shares in Q1 2025, an estimated $350K.
  • Etesian Wealth Advisors first reported a position in Walt Disney in Q4 2022 and held it in 9 quarters.
  • Etesian Wealth Advisors's Walt Disney position peaked at $977K in Q1 2023.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Etesian Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.