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Investment Partners Asset Management’s Walt Disney DIS Stock Holding History

Investment Partners Asset Management’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 		– Sell
-1,664
Closed -$206K – 159
2025
Q2 		$206K Buy
+1,664
New +$173K 0.14% 149

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State Street
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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

Investment Partners Asset Management's DIS Position: Q3 2025 in Review

Investment Partners Asset Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,664 shares — an estimated $206K sold.

Investment Partners Asset Management first reported a position in DIS in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Investment Partners Asset Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Investment Partners Asset Management sold 1,664 Walt Disney shares in Q3 2025, an estimated $206K.
  • Investment Partners Asset Management first reported a position in Walt Disney in Q2 2025 and held it in 1 quarter.
  • Investment Partners Asset Management's Walt Disney position peaked at $206K in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Investment Partners Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.