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Financial Gravity Companies’s Walt Disney DIS Stock Holding History

Financial Gravity Companies’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
Q2 		$2.72M Buy
+21,920
New +$2.28M 0.53% 48
2024
Q4 		$2.05M Buy
18,392
+1,505
+9% +$158K 0.47% 54
2024
Q3 		$1.62M Buy
+16,887
New +$1.55M 0.43% 55
2018
Q4 		$328K Buy
+2,951
New +$336K 0.3% 53
2018
Q1 		$26K Buy
258
+17
+7% +$1.81K 0.03% 484
2017
Q4 		$26K Buy
+241
New +$24.8K 0.03% 442

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's DIS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Walt Disney (DIS) in Q2 2025: 21,920 shares worth $2.72M. The stake represents 0.53% of the portfolio and ranks #48 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DIS as recently as Q4 2024.

Financial Gravity Companies first reported a position in DIS in Q4 2017 and has held it in 6 quarters since. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Financial Gravity Companies held 21,920 shares of Walt Disney worth $2.72M as of Q2 2025.
  • Walt Disney was a new Financial Gravity Companies position in Q2 2025.
  • Walt Disney made up 0.53% of Financial Gravity Companies's portfolio in Q2 2025, its #48 holding.
  • Financial Gravity Companies first reported a position in Walt Disney in Q4 2017 and has held it in 6 quarters since.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.