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Gries Financial’s Walt Disney DIS Stock Holding History

Gries Financial’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 		$320K Buy
2,791
+671
+32% +$79K 0.05% 226
2025
Q2 		$263K Sell
2,120
-4
-0.2% -$416 0.05% 239
2025
Q1 		$210K Buy
+2,124
New +$228K 0.04% 264
2024
Q4 		– Sell
-2,363
Closed -$227K – 287
2024
Q3 		$227K Sell
2,363
-489
-17% -$45K 0.04% 240
2024
Q2 		$283K Buy
2,852
+370
+15% +$39.8K 0.06% 193
2024
Q1 		$304K Buy
2,482
+216
+10% +$22.6K 0.05% 221
2023
Q4 		$205K Buy
+2,266
New +$200K 0.05% 208
2023
Q2 		– Sell
-2,070
Closed -$207K – 159
2023
Q1 		$207K Sell
2,070
-577
-22% -$58.2K 0.06% 159
2022
Q4 		$230K Sell
2,647
-179
-6% -$17.1K 0.08% 144
2022
Q3 		$267K Buy
2,826
+360
+15% +$38.5K 0.11% 127
2022
Q2 		$233K Buy
2,466
+144
+6% +$16K 0.11% 114
2022
Q1 		$319K Buy
2,322
+140
+6% +$20.2K 0.12% 128
2021
Q4 		$338K Sell
2,182
-268
-11% -$43.3K 0.14% 127
2021
Q3 		$415K Sell
2,450
-5,973
-71% -$1.06M 0.13% 114
2021
Q2 		$1.45M Buy
8,423
+247
+3% +$44.4K 0.47% 64
2021
Q1 		$1.46M Buy
+8,176
New +$1.51M 0.47% 67

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

Gries Financial's DIS Position: Q3 2025 in Review

Gries Financial increased its Walt Disney (DIS) stake by 32% in Q3 2025, buying an estimated $79K and bringing the position to 2,791 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #226.

Gries Financial first reported a position in DIS in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.46M in Q1 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Gries Financial held 2,791 shares of Walt Disney worth $320K as of Q3 2025.
  • Gries Financial bought 671 Walt Disney shares in Q3 2025, an estimated $79K.
  • Walt Disney made up 0.05% of Gries Financial's portfolio in Q3 2025, its #226 holding.
  • Gries Financial first reported a position in Walt Disney in Q1 2021 and has held it in 16 quarters since.
  • Gries Financial's Walt Disney position peaked at $1.46M in Q1 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.