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Financial Advisors’s Walt Disney DIS Stock Holding History

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
Q3 		$236K Hold
2,060
– – 0.04% 76
2025
Q2 		$255K Buy
2,060
+7
+0.3% +$727 0.05% 71
2025
Q1 		$203K Hold
2,053
– – 0.04% 80
2024
Q4 		$229K Buy
+2,053
New +$216K 0.04% 77
2024
Q3 		– Sell
-2,085
Closed -$207K – 79
2024
Q2 		$207K Hold
2,085
– – 0.04% 72
2024
Q1 		$255K Sell
2,085
-355
-15% -$37.1K 0.05% 65
2023
Q4 		$220K Sell
2,440
-73
-3% -$6.44K 0.05% 69
2023
Q3 		$204K Buy
2,513
+27
+1% +$2.31K 0.05% 71
2023
Q2 		$222K Buy
2,486
+385
+18% +$36.5K 0.05% 71
2023
Q1 		$210K Buy
+2,101
New +$212K 0.05% 74
2022
Q3 		– Sell
-2,175
Closed -$205K – 78
2022
Q2 		$205K Hold
2,175
– – 0.07% 73
2022
Q1 		$298K Hold
2,175
– – 0.09% 63
2021
Q4 		$337K Hold
2,175
– – 0.1% 61
2021
Q3 		$368K Sell
2,175
-310
-12% -$55.3K 0.12% 56
2021
Q2 		$437K Sell
2,485
-38
-2% -$6.83K 0.15% 48
2021
Q1 		$466K Buy
2,523
+465
+23% +$85.8K 0.19% 42
2020
Q4 		$373K Hold
2,058
– – 0.17% 50
2020
Q3 		$255K Buy
2,058
+29
+1% +$3.63K 0.13% 58
2020
Q2 		$226K Buy
+2,029
New +$224K 0.13% 62

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

Financial Advisors's DIS Position: Q3 2025 in Review

Financial Advisors held its Walt Disney (DIS) position steady in Q3 2025 at 2,060 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #76.

Financial Advisors first reported a position in DIS in Q2 2020 and has held it in 19 quarters since. The position peaked at $466K in Q1 2021. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Financial Advisors held 2,060 shares of Walt Disney worth $236K as of Q3 2025.
  • Financial Advisors left its Walt Disney share count unchanged in Q3 2025.
  • Walt Disney made up 0.04% of Financial Advisors's portfolio in Q3 2025, its #76 holding.
  • Financial Advisors first reported a position in Walt Disney in Q2 2020 and has held it in 19 quarters since.
  • Financial Advisors's Walt Disney position peaked at $466K in Q1 2021.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.