FWA
DIS icon

FSC Wealth Advisors’s Walt Disney DIS Stock Holding History

FSC 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
Q2 		– Sell
-788
Closed -$77.8K – 115
2025
Q1 		$77.8K Buy
788
+1
+0.1% +$107 0.05% 91
2024
Q4 		$87.6K Sell
787
-2
-0.3% -$210 0.06% 89
2024
Q3 		$75.9K Buy
789
+1
+0.1% +$92 0.05% 98
2024
Q2 		$78.2K Hold
788
– – 0.06% 88
2024
Q1 		$96.4K Buy
788
+1
+0.1% +$104 0.07% 71
2023
Q4 		$71.1K Sell
787
-200
-20% -$17.6K 0.05% 82
2023
Q3 		$80K Hold
987
– – 0.08% 53
2023
Q2 		$88.1K Buy
987
+201
+26% +$19K 0.08% 50
2023
Q1 		$78.7K Buy
786
+104
+15% +$10.5K 0.12% 43
2022
Q4 		$59.3K Buy
682
+1
+0.1% +$96 0.1% 45
2022
Q3 		$64K Hold
681
– – 0.62% 32
2022
Q2 		$64K Hold
681
– – 0.57% 40
2022
Q1 		$93K Hold
681
– – 0.09% 39
2021
Q4 		$105K Buy
+681
New +$110K 0.07% 50

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

FSC Wealth Advisors's DIS Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 788 shares — an estimated $77.8K sold.

FSC Wealth Advisors first reported a position in DIS in Q4 2021 and held it in 14 quarters. The position peaked at $105K in Q4 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 788 Walt Disney shares in Q2 2025, an estimated $77.8K.
  • FSC Wealth Advisors first reported a position in Walt Disney in Q4 2021 and held it in 14 quarters.
  • FSC Wealth Advisors's Walt Disney position peaked at $105K in Q4 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.