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Kaydan Wealth Management’s Walt Disney DIS Stock Holding History

Kaydan Wealth 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
-1,724
Closed -$214K – 115
2025
Q2 		$214K Buy
+1,724
New +$179K 0.07% 107
2025
Q1 		– Sell
-1,808
Closed -$201K – 111
2024
Q4 		$201K Buy
+1,808
New +$190K 0.07% 107
2024
Q2 		– Sell
-2,133
Closed -$261K – 108
2024
Q1 		$261K Sell
2,133
-147
-6% -$15.4K 0.09% 87
2023
Q4 		$206K Buy
+2,280
New +$201K 0.08% 96
2023
Q3 		– Sell
-2,365
Closed -$211K – 95
2023
Q2 		$211K Sell
2,365
-12
-0.5% -$1.14K 0.09% 86
2023
Q1 		$238K Buy
+2,377
New +$240K 0.1% 82
2022
Q4 		– Sell
-2,381
Closed -$225K – 86
2022
Q3 		$225K Sell
2,381
-522
-18% -$55.9K 0.12% 78
2022
Q2 		$274K Sell
2,903
-103
-3% -$11.4K 0.15% 75
2022
Q1 		$412K Sell
3,006
-56
-2% -$8.1K 0.18% 65
2021
Q4 		$474K Buy
+3,062
New +$495K 0.18% 58

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

Kaydan Wealth Management's DIS Position: Q3 2025 in Review

Kaydan Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,724 shares — an estimated $214K sold.

Kaydan Wealth Management first reported a position in DIS in Q4 2021 and held it in 10 quarters. The position peaked at $474K in Q4 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Kaydan Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 1,724 Walt Disney shares in Q3 2025, an estimated $214K.
  • Kaydan Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 10 quarters.
  • Kaydan Wealth Management's Walt Disney position peaked at $474K in Q4 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Kaydan Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.