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Fiducient Advisors’s Walt Disney DIS Stock Holding History

Fiducient 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
-1,696
Closed -$210K – 159
2025
Q2 		$210K Buy
+1,696
New +$176K 0.03% 146
2024
Q3 		– Sell
-3,283
Closed -$326K – 151
2024
Q2 		$326K Buy
3,283
+135
+4% +$14.5K 0.05% 111
2024
Q1 		$385K Buy
+3,148
New +$329K 0.08% 95
2023
Q4 		– Sell
-2,607
Closed -$211K – 115
2023
Q3 		$211K Buy
+2,607
New +$223K 0.01% 105
2021
Q4 		– Sell
-1,726
Closed -$292K – 70
2021
Q3 		$292K Hold
1,726
– – 0.09% 76
2021
Q2 		$303K Hold
1,726
– – 0.09% 59
2021
Q1 		$318K Hold
1,726
– – 0.1% 56
2020
Q4 		$313K Buy
+1,726
New +$248K 0.12% 56

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

Fiducient Advisors's DIS Position: Q3 2025 in Review

Fiducient Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,696 shares — an estimated $210K sold.

Fiducient Advisors first reported a position in DIS in Q4 2020 and held it in 8 quarters. The position peaked at $385K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Fiducient Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Fiducient Advisors sold 1,696 Walt Disney shares in Q3 2025, an estimated $210K.
  • Fiducient Advisors first reported a position in Walt Disney in Q4 2020 and held it in 8 quarters.
  • Fiducient Advisors's Walt Disney position peaked at $385K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Fiducient Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.