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Greystone Financial Group’s Walt Disney DIS Stock Holding History

Greystone Financial 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 		– Sell
-75,592
Closed -$8.66M – 100
2025
Q3 		$8.66M Sell
75,592
-26,800
-26% -$3.16M 1.34% 31
2025
Q2 		$12.7M Sell
102,392
-3,288
-3% -$342K 2.09% 18
2025
Q1 		$10.4M Buy
105,680
+20,493
+24% +$2.2M 1.89% 20
2024
Q4 		$9.49M Buy
85,187
+9,967
+13% +$1.05M 1.65% 24
2024
Q3 		$7.24M Buy
+75,220
New +$6.92M 1.29% 32
2024
Q2 		– Sell
-3,313
Closed -$405K – 103
2024
Q1 		$405K Sell
3,313
-385
-10% -$40.2K 0.08% 90
2023
Q4 		$334K Buy
3,698
+54
+1% +$4.76K 0.08% 92
2023
Q3 		$295K Buy
+3,644
New +$311K 0.07% 93
2022
Q2 		– Sell
-12,184
Closed -$1.67M – 77
2022
Q1 		$1.67M Buy
12,184
+3,757
+45% +$543K 0.42% 51
2021
Q4 		$1.3M Buy
8,427
+2,029
+32% +$328K 0.31% 62
2021
Q3 		$1.08M Sell
6,398
-1,028
-14% -$183K 0.32% 60
2021
Q2 		$1.3M Buy
7,426
+12
+0.2% +$2.16K 0.32% 63
2021
Q1 		$1.35M Buy
7,414
+4,487
+153% +$827K 0.34% 54
2020
Q4 		$556K Buy
+2,927
New +$420K 0.15% 76

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

Greystone Financial Group's DIS Position: Q4 2025 in Review

Greystone Financial Group sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 75,592 shares — an estimated $8.66M sold.

Greystone Financial Group first reported a position in DIS in Q4 2020 and held it in 14 quarters. The position peaked at $12.7M in Q2 2025. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Greystone Financial Group reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Greystone Financial Group sold 75,592 Walt Disney shares in Q4 2025, an estimated $8.66M.
  • Greystone Financial Group first reported a position in Walt Disney in Q4 2020 and held it in 14 quarters.
  • Greystone Financial Group's Walt Disney position peaked at $12.7M in Q2 2025.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Greystone Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.