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Foster Victor Wealth Advisors’s Walt Disney DIS Stock Holding History

Foster Victor Wealth 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
-1,848
Closed -$208K – 234
2025
Q3 		$208K Sell
1,848
-63
-3% -$7.42K 0.01% 210
2025
Q2 		$230K Buy
+1,911
New +$199K 0.02% 182
2024
Q4 		– Sell
-2,422
Closed -$227K – 196
2024
Q3 		$227K Buy
2,422
+39
+2% +$3.59K 0.02% 181
2024
Q2 		$235K Sell
2,383
-2,421
-50% -$261K 0.02% 175
2024
Q1 		$563K Buy
4,804
+1,676
+54% +$175K 0.05% 113
2023
Q4 		$286K Sell
3,128
-122
-4% -$10.8K 0.03% 139
2023
Q3 		$270K Buy
3,250
+113
+4% +$9.65K 0.03% 127
2023
Q2 		$282K Buy
3,137
+139
+5% +$13.2K 0.03% 129
2023
Q1 		$298K Sell
2,998
-134
-4% -$13.5K 0.04% 129
2022
Q4 		$294K Buy
3,132
+345
+12% +$33K 0.04% 121
2022
Q3 		$279K Buy
2,787
+530
+23% +$56.7K 0.04% 118
2022
Q2 		$217K Buy
2,257
+290
+15% +$32.2K 0.03% 125
2022
Q1 		$261K Buy
1,967
+50
+3% +$7.23K 0.04% 117
2021
Q4 		$303K Buy
1,917
+215
+13% +$34.7K 0.04% 116
2021
Q3 		$288K Buy
1,702
+52
+3% +$9.27K 0.05% 117
2021
Q2 		$290K Buy
1,650
+353
+27% +$63.5K 0.05% 122
2021
Q1 		$241K Sell
1,297
-41
-3% -$7.56K 0.04% 126
2020
Q4 		$242K Buy
+1,338
New +$192K 0.06% 125
2020
Q1 		– Sell
-1,926
Closed -$280K – 100
2019
Q4 		$280K Sell
1,926
-34
-2% -$4.75K 0.12% 91
2019
Q3 		$257K Buy
1,960
+238
+14% +$32.9K 0.14% 79
2019
Q2 		$243K Buy
+1,722
New +$228K 0.18% 78

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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Foster Victor Wealth Advisors's DIS Position: Q4 2025 in Review

Foster Victor Wealth Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,848 shares — an estimated $208K sold.

Foster Victor Wealth Advisors first reported a position in DIS in Q2 2019 and held it in 21 quarters. The position peaked at $563K in Q1 2024. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Foster Victor Wealth Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 1,848 Walt Disney shares in Q4 2025, an estimated $208K.
  • Foster Victor Wealth Advisors first reported a position in Walt Disney in Q2 2019 and held it in 21 quarters.
  • Foster Victor Wealth Advisors's Walt Disney position peaked at $563K in Q1 2024.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.