Financial & Tax Architects’s Walt Disney DIS Stock Holding History

Financial & Tax Architects’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	-1,762	Closed	-$218K	–	108
2025 Q2	$218K	Buy	+1,762	New	+$183K	0.05%	91

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Financial & Tax Architects's DIS Position: Q3 2025 in Review

Financial & Tax Architects sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,762 shares — an estimated $218K sold.

Financial & Tax Architects first reported a position in DIS in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Financial & Tax Architects reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
Financial & Tax Architects sold 1,762 Walt Disney shares in Q3 2025, an estimated $218K.
Financial & Tax Architects first reported a position in Walt Disney in Q2 2025 and held it in 1 quarter.
Financial & Tax Architects's Walt Disney position peaked at $218K in Q2 2025.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Financial & Tax Architects's 13F filing for Q3 2025, filed 5 Nov 2025.