JF
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Joule Financial’s Walt Disney DIS Stock Holding History

Joule 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
Q2 		– Sell
-12,106
Closed -$1.19M – 111
2025
Q1 		$1.19M Buy
12,106
+717
+6% +$77.1K 0.42% 31
2024
Q4 		$1.27M Buy
11,389
+488
+4% +$51.3K 0.45% 30
2024
Q3 		$1.05M Buy
10,901
+593
+6% +$54.6K 0.38% 33
2024
Q2 		$1.02M Buy
10,308
+225
+2% +$24.2K 0.42% 29
2024
Q1 		$1.23M Buy
10,083
+1,089
+12% +$114K 0.51% 27
2023
Q4 		$812K Buy
8,994
+5,985
+199% +$528K 0.38% 35
2023
Q3 		$244K Buy
+3,009
New +$257K 0.12% 88
2023
Q2 		– Sell
-7,271
Closed -$728K – 102
2023
Q1 		$728K Buy
7,271
+3,390
+87% +$342K 0.39% 33
2022
Q4 		$337K Buy
+3,881
New +$371K 0.22% 64

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Joule Financial's DIS Position: Q2 2025 in Review

Joule Financial sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 12,106 shares — an estimated $1.19M sold.

Joule Financial first reported a position in DIS in Q4 2022 and held it in 9 quarters. The position peaked at $1.27M in Q4 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Joule Financial reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Joule Financial sold 12,106 Walt Disney shares in Q2 2025, an estimated $1.19M.
  • Joule Financial first reported a position in Walt Disney in Q4 2022 and held it in 9 quarters.
  • Joule Financial's Walt Disney position peaked at $1.27M in Q4 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Joule Financial's 13F filing for Q2 2025, filed 22 Jul 2025.