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FullCircle Wealth’s Walt Disney DIS Stock Holding History

FullCircle Wealth’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 		$1.69M Buy
15,145
+323
+2% +$38K 0.59% 46
2025
Q2 		$1.77M Sell
14,822
-4,264
-22% -$443K 0.66% 41
2025
Q1 		$1.72M Buy
19,086
+1,340
+8% +$144K 0.71% 39
2024
Q4 		$1.94M Buy
17,746
+242
+1% +$25.4K 0.8% 32
2024
Q3 		$1.68M Buy
17,504
+3,805
+28% +$350K 0.76% 32
2024
Q2 		$1.23M Buy
+13,699
New +$1.47M 0.6% 51

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

FullCircle Wealth's DIS Position: Q3 2025 in Review

FullCircle Wealth increased its Walt Disney (DIS) stake by 2.2% in Q3 2025, buying an estimated $38K and bringing the position to 15,145 shares worth $1.69M. The position accounts for 0.59% of the portfolio, ranked #46.

FullCircle Wealth first reported a position in DIS in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • FullCircle Wealth held 15,145 shares of Walt Disney worth $1.69M as of Q3 2025.
  • FullCircle Wealth bought 323 Walt Disney shares in Q3 2025, an estimated $38K.
  • Walt Disney made up 0.59% of FullCircle Wealth's portfolio in Q3 2025, its #46 holding.
  • FullCircle Wealth first reported a position in Walt Disney in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Walt Disney position peaked at $1.94M in Q4 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.