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Indie Asset Partners’s Walt Disney DIS Stock Holding History

Indie Asset Partners’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
Q1 		– Sell
-2,104
Closed -$234K – 100
2024
Q4 		$234K Sell
2,104
-45
-2% -$4.73K 0.18% 102
2024
Q3 		$207K Sell
2,149
-35
-2% -$3.22K 0.15% 110
2024
Q2 		$217K Buy
2,184
+233
+12% +$25.1K 0.17% 87
2024
Q1 		$239K Buy
+1,951
New +$204K 0.21% 72
2022
Q3 		– Sell
-2,255
Closed -$213K – 91
2022
Q2 		$213K Buy
2,255
+38
+2% +$4.22K 0.19% 96
2022
Q1 		$304K Buy
2,217
+6
+0.3% +$867 0.23% 82
2021
Q4 		$342K Buy
2,211
+47
+2% +$7.59K 0.25% 85
2021
Q3 		$366K Buy
2,164
+50
+2% +$8.91K 0.3% 70
2021
Q2 		$372K Sell
2,114
-61
-3% -$11K 0.3% 68
2021
Q1 		$401K Sell
2,175
-375
-15% -$69.2K 0.46% 66
2020
Q4 		$462K Sell
2,550
-222
-8% -$31.9K 0.54% 49
2020
Q3 		$344K Sell
2,772
-30
-1% -$3.75K 0.43% 60
2020
Q2 		$361K Sell
2,802
-1,032
-27% -$114K 0.45% 61
2020
Q1 		$370K Buy
3,834
+1,720
+81% +$217K 0.46% 44
2019
Q4 		$306K Buy
+2,114
New +$295K 0.33% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Indie Asset Partners's DIS Position: Q1 2025 in Review

Indie Asset Partners sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,104 shares — an estimated $234K sold.

Indie Asset Partners first reported a position in DIS in Q4 2019 and held it in 15 quarters. The position peaked at $462K in Q4 2020. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Indie Asset Partners reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Indie Asset Partners sold 2,104 Walt Disney shares in Q1 2025, an estimated $234K.
  • Indie Asset Partners first reported a position in Walt Disney in Q4 2019 and held it in 15 quarters.
  • Indie Asset Partners's Walt Disney position peaked at $462K in Q4 2020.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Indie Asset Partners's 13F filing for Q1 2025, filed 7 May 2025.