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Legend Financial Advisors’s Walt Disney DIS Stock Holding History

Legend Financial Advisors’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
-18
Closed -$2.23K – 67
2025
Q2 		$2.23K Buy
+18
New +$1.87K ﹤0.01% 154
2025
Q1 		– Sell
-20
Closed -$2.23K – 89
2024
Q4 		$2.23K Hold
20
– – ﹤0.01% 190
2024
Q3 		$1.92K Buy
20
+18
+900% +$1.66K ﹤0.01% 142
2024
Q2 		$199 Buy
+2
New +$215 ﹤0.01% 271
2023
Q1 		– Sell
-4,620
Closed -$401K – 236
2022
Q4 		$401K Sell
4,620
-16
-0.3% -$1.53K 0.35% 33
2022
Q3 		$437K Buy
+4,636
New +$496K 0.41% 27

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

Legend Financial Advisors's DIS Position: Q3 2025 in Review

Legend Financial Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 18 shares — an estimated $2.23K sold.

Legend Financial Advisors first reported a position in DIS in Q3 2022 and held it in 6 quarters. The position peaked at $437K in Q3 2022. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Legend Financial Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 18 Walt Disney shares in Q3 2025, an estimated $2.23K.
  • Legend Financial Advisors first reported a position in Walt Disney in Q3 2022 and held it in 6 quarters.
  • Legend Financial Advisors's Walt Disney position peaked at $437K in Q3 2022.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.