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Kolinsky Wealth Management’s Walt Disney DIS Stock Holding History

Kolinsky 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
2024
Q4 		$235K Buy
+2,110
New +$222K 0.14% 145
2022
Q1 		– Sell
-1,324
Closed -$205K – 147
2021
Q4 		$205K Buy
+1,324
New +$214K 0.19% 139

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's DIS Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Walt Disney (DIS) in Q4 2024: 2,110 shares worth $235K. The stake represents 0.14% of the portfolio and ranks #145 among its holdings. This is a return to the name: Kolinsky Wealth Management previously reported a position in DIS as recently as Q4 2021.

Kolinsky Wealth Management first reported a position in DIS in Q4 2021 and has held it in 2 quarters since. 3,246 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Kolinsky Wealth Management held 2,110 shares of Walt Disney worth $235K as of Q4 2024.
  • Walt Disney was a new Kolinsky Wealth Management position in Q4 2024.
  • Walt Disney made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #145 holding.
  • Kolinsky Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 2 quarters since.
  • 3,246 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.