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Geller Advisors’s Walt Disney DIS Stock Holding History

Geller 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
2024
Q4 		$700K Buy
6,257
+200
+3% +$21K 0.05% 94
2024
Q3 		$583K Buy
6,057
+1,036
+21% +$95.3K 0.04% 116
2024
Q2 		$499K Sell
5,021
-157
-3% -$16.9K 0.04% 142
2024
Q1 		$634K Buy
5,178
+409
+9% +$42.7K 0.05% 111
2023
Q4 		$432K Sell
4,769
-339
-7% -$29.9K 0.04% 152
2023
Q3 		$414K Sell
5,108
-737
-13% -$62.9K 0.05% 143
2023
Q2 		$522K Buy
5,845
+2,401
+70% +$227K 0.07% 110
2023
Q1 		$345K Sell
3,444
-487
-12% -$49.1K 0.05% 103
2022
Q4 		$342K Sell
3,931
-2,487
-39% -$238K 0.06% 81
2022
Q3 		$605K Buy
6,418
+3,422
+114% +$366K 0.13% 40
2022
Q2 		$283K Buy
2,996
+873
+41% +$96.9K 0.06% 94
2022
Q1 		$291K Sell
2,123
-123
-5% -$17.8K 0.05% 113
2021
Q4 		$348K Buy
2,246
+261
+13% +$42.2K 0.07% 102
2021
Q3 		$336K Buy
1,985
+3
+0.2% +$535 0.07% 91
2021
Q2 		$348K Sell
1,982
-13
-0.7% -$2.34K 0.08% 79
2021
Q1 		$368K Buy
1,995
+151
+8% +$27.8K 0.09% 67
2020
Q4 		$347K Hold
1,844
– – 0.09% 65
2020
Q3 		$229K Buy
+1,844
New +$230K 0.07% 72
2020
Q2 		– Sell
-2,249
Closed -$217K – 87
2020
Q1 		$217K Buy
+2,249
New +$284K 0.06% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's DIS Position: Q4 2024 in Review

Geller Advisors increased its Walt Disney (DIS) stake by 3.3% in Q4 2024, buying an estimated $21K and bringing the position to 6,257 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #94.

Geller Advisors first reported a position in DIS in Q1 2020 and has held it in 19 quarters since. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Geller Advisors held 6,257 shares of Walt Disney worth $700K as of Q4 2024.
  • Geller Advisors bought 200 Walt Disney shares in Q4 2024, an estimated $21K.
  • Walt Disney made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #94 holding.
  • Geller Advisors first reported a position in Walt Disney in Q1 2020 and has held it in 19 quarters since.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.