Forte Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
7,887
-433
| -5% | -$45K | 0.11% | 121 |
|
|
2025
Q1 | $821K | Sell |
8,320
-687
| -8% | -$73.8K | 0.1% | 129 |
|
|
2024
Q4 | $1M | Sell |
9,007
-745
| -8% | -$78.3K | 0.11% | 114 |
|
|
2024
Q3 | $938K | Buy |
9,752
+220
| +2% | +$20.2K | 0.11% | 118 |
|
|
2024
Q2 | $946K | Sell |
9,532
-120
| -1% | -$12.9K | 0.11% | 112 |
|
|
2024
Q1 | $1.18M | Sell |
9,652
-311
| -3% | -$32.5K | 0.15% | 102 |
|
|
2023
Q4 | $900K | Buy |
9,963
+125
| +1% | +$11K | 0.12% | 110 |
|
|
2023
Q3 | $797K | Sell |
9,838
-330
| -3% | -$28.2K | 0.12% | 107 |
|
|
2023
Q2 | $908K | Sell |
10,168
-648
| -6% | -$61.4K | 0.13% | 102 |
|
|
2023
Q1 | $1.08M | Buy |
10,816
+60
| +0.6% | +$6.05K | 0.17% | 95 |
|
|
2022
Q4 | $935K | Sell |
10,756
-83
| -0.8% | -$7.94K | 0.16% | 102 |
|
|
2022
Q3 | $1.02M | Sell |
10,839
-75
| -0.7% | -$8.03K | 0.19% | 95 |
|
|
2022
Q2 | $1.03M | Buy |
10,914
+106
| +1% | +$11.8K | 0.18% | 97 |
|
|
2022
Q1 | $1.67M | Hold |
10,808
| – | – | 0.21% | 78 |
|
|
2021
Q4 | $1.67M | Sell |
10,808
-531
| -5% | -$85.8K | 0.21% | 78 |
|
|
2021
Q3 | $1.92M | Buy |
11,339
+71
| +0.6% | +$12.7K | 0.26% | 61 |
|
|
2021
Q2 | $1.98M | Buy |
11,268
+204
| +2% | +$36.7K | 0.27% | 59 |
|
|
2021
Q1 | $2.04M | Buy |
11,064
+258
| +2% | +$47.6K | 0.32% | 51 |
|
|
2020
Q4 | $1.96M | Buy |
10,806
+415
| +4% | +$59.6K | 0.3% | 52 |
|
|
2020
Q3 | $1.29M | Buy |
10,391
+1,238
| +14% | +$155K | 0.24% | 69 |
|
|
2020
Q2 | $1.02M | Buy |
+9,153
| New | +$1.01M | 0.21% | 77 |
|
|
2018
Q1 | – | Sell |
-7,046
| Closed | -$757K | – | 103 |
|
|
2017
Q4 | $757K | Sell |
7,046
-744
| -10% | -$76.6K | 0.23% | 84 |
|
|
2017
Q3 | $768K | Sell |
7,790
-84
| -1% | -$8.64K | 0.25% | 81 |
|
|
2017
Q2 | $837K | Sell |
7,874
-42
| -0.5% | -$4.6K | 0.28% | 73 |
|
|
2017
Q1 | $898K | Sell |
7,916
-80
| -1% | -$8.81K | 0.31% | 70 |
|
|
2016
Q4 | $833K | Sell |
7,996
-3,167
| -28% | -$309K | 0.31% | 73 |
|
|
2016
Q3 | $1.04M | Sell |
11,163
-88
| -0.8% | -$8.43K | 0.39% | 62 |
|
|
2016
Q2 | $1.1M | Sell |
11,251
-110
| -1% | -$11K | 0.43% | 57 |
|
|
2016
Q1 | $1.13M | Buy |
11,361
+101
| +0.9% | +$9.75K | 0.5% | 55 |
|
|
2015
Q4 | $1.18M | Buy |
11,260
+81
| +0.7% | +$9.03K | 0.48% | 54 |
|
|
2015
Q3 | $1.14M | Buy |
11,179
+3,415
| +44% | +$372K | 0.52% | 49 |
|
|
2015
Q2 | $886K | Sell |
7,764
-194
| -2% | -$21.3K | 0.38% | 61 |
|
|
2015
Q1 | $845K | Buy |
7,958
+55
| +0.7% | +$5.55K | 0.36% | 61 |
|
|
2014
Q4 | $744K | Sell |
7,903
-157
| -2% | -$14.2K | 0.32% | 73 |
|
|
2014
Q3 | $718K | Buy |
+8,060
| New | +$711K | 0.33% | 68 |
|
Other funds holding DIS
Forte Capital's DIS Position: Q2 2025 in Review
Forte Capital reduced its Walt Disney (DIS) stake by 5.2% in Q2 2025, selling an estimated $45K and leaving 7,887 shares worth $978K. The position accounts for 0.11% of the portfolio, ranked #121.
Forte Capital first reported a position in DIS in Q3 2014 and has held it in 35 quarters since. The position peaked at $2.04M in Q1 2021. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.
- Forte Capital held 7,887 shares of Walt Disney worth $978K as of Q2 2025.
- Forte Capital sold 433 Walt Disney shares in Q2 2025, an estimated $45K.
- Walt Disney made up 0.11% of Forte Capital's portfolio in Q2 2025, its #121 holding.
- Forte Capital first reported a position in Walt Disney in Q3 2014 and has held it in 35 quarters since.
- Forte Capital's Walt Disney position peaked at $2.04M in Q1 2021.
- 3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.
Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.