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
2023 Q4	–	Sell	-500	Closed	-$40.5K	–	111
2023 Q3	$40.5K	Buy	+500	New	+$42.7K	0.02%	100

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.