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Financial Sense Advisors’s Walt Disney DIS Stock Holding History

Financial Sense 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
Q4 		– Sell
-5,981
Closed -$685K – 158
2025
Q3 		$685K Sell
5,981
-307
-5% -$36.2K 0.12% 102
2025
Q2 		$780K Sell
6,288
-691
-10% -$71.8K 0.18% 79
2025
Q1 		$689K Buy
6,979
+137
+2% +$14.7K 0.19% 73
2024
Q4 		$762K Sell
6,842
-136
-2% -$14.3K 0.25% 61
2024
Q3 		$671K Buy
+6,978
New +$642K 0.18% 76
2022
Q2 		– Sell
-4,883
Closed -$670K – 114
2022
Q1 		$670K Buy
+4,883
New +$706K 0.25% 34
2021
Q3 		– Sell
-1,176
Closed -$207K – 107
2021
Q2 		$207K Hold
1,176
– – 0.07% 112
2021
Q1 		$217K Sell
1,176
-27
-2% -$4.98K 0.07% 104
2020
Q4 		$218K Buy
+1,203
New +$173K 0.08% 96
2015
Q3 		– Sell
-43,198
Closed -$4.93M – 82
2015
Q2 		$4.93M Sell
43,198
-545
-1% -$59.9K 2.3% 12
2015
Q1 		$4.59M Buy
43,743
+3,015
+7% +$304K 1.92% 18
2014
Q4 		$3.84M Buy
+40,728
New +$3.67M 1.55% 24
2013
Q3 		– Sell
-100,093
Closed -$6.32M – 135
2013
Q2 		$6.32M Buy
+100,093
New +$6.32M 2.82% 10

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Sense Advisors's DIS Position: Q4 2025 in Review

Financial Sense Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 5,981 shares — an estimated $685K sold.

Financial Sense Advisors first reported a position in DIS in Q2 2013 and held it in 13 quarters. The position peaked at $6.32M in Q2 2013. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Financial Sense Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Financial Sense Advisors sold 5,981 Walt Disney shares in Q4 2025, an estimated $685K.
  • Financial Sense Advisors first reported a position in Walt Disney in Q2 2013 and held it in 13 quarters.
  • Financial Sense Advisors's Walt Disney position peaked at $6.32M in Q2 2013.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Financial Sense Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.