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Gitterman Wealth Management’s Walt Disney DIS Stock Holding History

Gitterman Wealth Management’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 		– Sell
-133
Closed -$16.4K – 181
2025
Q2 		$16.4K Buy
+133
New +$13.8K ﹤0.01% 310
2024
Q3 		– Sell
-3,157
Closed -$313K – 136
2024
Q2 		$313K Buy
+3,157
New +$340K 0.12% 56
2021
Q4 		– Sell
-1,262
Closed -$213K – 98
2021
Q3 		$213K Sell
1,262
-401
-24% -$71.5K 0.17% 63
2021
Q2 		$292K Buy
1,663
+171
+11% +$30.8K 0.24% 42
2021
Q1 		$275K Buy
+1,492
New +$275K 0.18% 47

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

Gitterman Wealth Management's DIS Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 133 shares — an estimated $16.4K sold.

Gitterman Wealth Management first reported a position in DIS in Q1 2021 and held it in 5 quarters. The position peaked at $313K in Q2 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 133 Walt Disney shares in Q3 2025, an estimated $16.4K.
  • Gitterman Wealth Management first reported a position in Walt Disney in Q1 2021 and held it in 5 quarters.
  • Gitterman Wealth Management's Walt Disney position peaked at $313K in Q2 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.