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GPS Wealth Strategies Group’s Walt Disney DIS Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$112K Sell
984
-5,189
-84% -$571K 0.1% 138
2025
Q3 		$707K Sell
6,173
-74
-1% -$8.72K 0.07% 150
2025
Q2 		$775K Sell
6,247
-361
-5% -$37.5K 0.09% 134
2025
Q1 		$652K Sell
6,608
-109
-2% -$11.7K 0.09% 142
2024
Q4 		$748K Sell
6,717
-266
-4% -$27.9K 0.1% 131
2024
Q3 		$672K Buy
6,983
+272
+4% +$25K 0.09% 148
2024
Q2 		$666K Sell
6,711
-26
-0.4% -$2.8K 0.1% 127
2024
Q1 		$824K Sell
6,737
-112
-2% -$11.7K 0.13% 112
2023
Q4 		$618K Sell
6,849
-388
-5% -$34.2K 0.11% 128
2023
Q3 		$587K Sell
7,237
-38
-0.5% -$3.25K 0.11% 134
2023
Q2 		$650K Buy
7,275
+245
+3% +$23.2K 0.12% 127
2023
Q1 		$704K Buy
+7,030
New +$709K 0.15% 116
2022
Q4 		– Sell
-7,302
Closed -$689K – 358
2022
Q3 		$689K Buy
7,302
+457
+7% +$48.9K 0.17% 98
2022
Q2 		$646K Sell
6,845
-8,027
-54% -$891K 0.17% 102
2022
Q1 		$2.04M Buy
14,872
+588
+4% +$85K 0.46% 39
2021
Q4 		$2.21M Buy
14,284
+470
+3% +$75.9K 0.49% 36
2021
Q3 		$2.34M Sell
13,814
-12
-0.1% -$2.14K 0.58% 27
2021
Q2 		$2.43M Buy
13,826
+657
+5% +$118K 0.62% 27
2021
Q1 		$2.43M Buy
13,169
+104
+0.8% +$19.2K 0.72% 22
2020
Q4 		$2.37M Buy
13,065
+312
+2% +$44.8K 0.83% 18
2020
Q3 		$1.58M Buy
+12,753
New +$1.59M 0.64% 27

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GPS Wealth Strategies Group's DIS Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Walt Disney (DIS) stake by 84% in Q4 2025, selling an estimated $571K and leaving 984 shares worth $112K. The position accounts for 0.1% of the portfolio, ranked #138.

GPS Wealth Strategies Group first reported a position in DIS in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.43M in Q2 2021. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • GPS Wealth Strategies Group held 984 shares of Walt Disney worth $112K as of Q4 2025.
  • GPS Wealth Strategies Group sold 5,189 Walt Disney shares in Q4 2025, an estimated $571K.
  • Walt Disney made up 0.1% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #138 holding.
  • GPS Wealth Strategies Group first reported a position in Walt Disney in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Walt Disney position peaked at $2.43M in Q2 2021.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.