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Financial Advocates Investment Management’s Walt Disney DIS Stock Holding History

Financial Advocates Investment Management’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
2021
Q2 		– Sell
-40,381
Closed -$7.72M – 758
2021
Q1 		$7.72M Buy
+40,381
New +$7.45M 0.55% 30

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Financial Advocates Investment Management's DIS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 5,349 shares — an estimated $663K sold.

Financial Advocates Investment Management first reported a position in DIS in Q4 2017 and held it in 29 quarters. The position peaked at $7.93M in Q4 2020. 3,077 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,349 Walt Disney shares in Q3 2025, an estimated $663K.
  • Financial Advocates Investment Management first reported a position in Walt Disney in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Walt Disney position peaked at $7.93M in Q4 2020.
  • 3,077 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.