KWAG
DIS icon

Kiely Wealth Advisory Group’s Walt Disney DIS Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$214K Hold
1,955
– – 0.14% 57
2024
Q3 		$197K Hold
1,955
– – 0.12% 61
2024
Q2 		$168K Sell
1,955
-50
-2% -$5.38K 0.09% 55
2024
Q1 		$226K Buy
2,005
+50
+3% +$5.22K 0.13% 41
2023
Q4 		$187K Buy
+1,955
New +$172K 0.11% 49

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiely Wealth Advisory Group's DIS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Walt Disney (DIS) position steady in Q4 2024 at 1,955 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #57.

Kiely Wealth Advisory Group first reported a position in DIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $226K in Q1 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,955 shares of Walt Disney worth $214K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Walt Disney share count unchanged in Q4 2024.
  • Walt Disney made up 0.14% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #57 holding.
  • Kiely Wealth Advisory Group first reported a position in Walt Disney in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Walt Disney position peaked at $226K in Q1 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.