Gould Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,520
| Closed | -$289K | – | 169 |
|
|
2025
Q3 | $289K | Sell |
2,520
-199
| -7% | -$23.4K | 0.05% | 145 |
|
|
2025
Q2 | $337K | Sell |
2,719
-145
| -5% | -$15.1K | 0.07% | 130 |
|
|
2025
Q1 | $283K | Buy |
2,864
+444
| +18% | +$47.7K | 0.06% | 133 |
|
|
2024
Q4 | $269K | Hold |
2,420
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $233K | Sell |
2,420
-100
| -4% | -$9.2K | 0.05% | 144 |
|
|
2024
Q2 | $250K | Hold |
2,520
| – | – | 0.06% | 139 |
|
|
2024
Q1 | $308K | Hold |
2,520
| – | – | 0.07% | 124 |
|
|
2023
Q4 | $228K | Hold |
2,520
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $204K | Hold |
2,520
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $225K | Hold |
2,520
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $252K | Hold |
2,520
| – | – | 0.07% | 119 |
|
|
2022
Q4 | $219K | Hold |
2,520
| – | – | 0.07% | 138 |
|
|
2022
Q3 | $238K | Hold |
2,520
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $238K | Sell |
2,520
-75
| -3% | -$8.32K | 0.08% | 120 |
|
|
2022
Q1 | $356K | Sell |
2,595
-225
| -8% | -$32.5K | 0.1% | 92 |
|
|
2021
Q4 | $437K | Hold |
2,820
| – | – | 0.12% | 84 |
|
|
2021
Q3 | $477K | Sell |
2,820
-1,895
| -40% | -$338K | 0.15% | 68 |
|
|
2021
Q2 | $829K | Buy |
4,715
+325
| +7% | +$58.5K | 0.24% | 55 |
|
|
2021
Q1 | $810K | Buy |
4,390
+1,235
| +39% | +$228K | 0.25% | 55 |
|
|
2020
Q4 | $572K | Buy |
3,155
+135
| +4% | +$19.4K | 0.17% | 67 |
|
|
2020
Q3 | $375K | Hold |
3,020
| – | – | 0.13% | 81 |
|
|
2020
Q2 | $337K | Sell |
3,020
-108
| -3% | -$11.9K | 0.12% | 86 |
|
|
2020
Q1 | $302K | Buy |
3,128
+133
| +4% | +$16.8K | 0.12% | 87 |
|
|
2019
Q4 | $433K | Hold |
2,995
| – | – | 0.14% | 81 |
|
|
2019
Q3 | $390K | Buy |
2,995
+1
| +0% | +$138 | 0.14% | 84 |
|
|
2019
Q2 | $418K | Hold |
2,994
| – | – | 0.15% | 78 |
|
|
2019
Q1 | $332K | Buy |
2,994
+101
| +3% | +$11.3K | 0.12% | 92 |
|
|
2018
Q4 | $317K | Hold |
2,893
| – | – | 0.13% | 83 |
|
|
2018
Q3 | $338K | Buy |
2,893
+127
| +5% | +$14.1K | 0.13% | 93 |
|
|
2018
Q2 | $290K | Hold |
2,766
| – | – | 0.13% | 93 |
|
|
2018
Q1 | $278K | Sell |
2,766
-40
| -1% | -$4.25K | 0.12% | 100 |
|
|
2017
Q4 | $302K | Sell |
2,806
-300
| -10% | -$30.9K | 0.13% | 93 |
|
|
2017
Q3 | $306K | Buy |
3,106
+1
| +0% | +$103 | 0.14% | 89 |
|
|
2017
Q2 | $330K | Buy |
3,105
+28
| +0.9% | +$3.07K | 0.16% | 81 |
|
|
2017
Q1 | $349K | Buy |
3,077
+314
| +11% | +$34.6K | 0.18% | 75 |
|
|
2016
Q4 | $288K | Buy |
+2,763
| New | +$269K | 0.15% | 87 |
|
Other funds holding DIS
Gould Asset Management's DIS Position: Q4 2025 in Review
Gould Asset Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,520 shares — an estimated $289K sold.
Gould Asset Management first reported a position in DIS in Q4 2016 and held it in 36 quarters. The position peaked at $829K in Q2 2021. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.
- Gould Asset Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
- Gould Asset Management sold 2,520 Walt Disney shares in Q4 2025, an estimated $289K.
- Gould Asset Management first reported a position in Walt Disney in Q4 2016 and held it in 36 quarters.
- Gould Asset Management's Walt Disney position peaked at $829K in Q2 2021.
- 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.
Based on Gould Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.