Leuthold Group’s Walt Disney DIS Stock Holding History

Leuthold 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
2025 Q4	–	Sell	-53,754	Closed	-$6.15M	–	214
2025 Q3	$6.15M	Buy	53,754 +1,823	+4%	+$215K	0.67%	56
2025 Q2	$6.44M	Sell	51,931 -819	-2%	-$85.1K	0.77%	45
2025 Q1	$5.21M	Sell	52,750 -3,405	-6%	-$366K	0.68%	50
2024 Q4	$6.25M	Sell	56,155 -1,993	-3%	-$209K	0.75%	44
2024 Q3	$5.59M	Buy	+58,148	New	+$5.35M	0.62%	64
2019 Q4	–	Sell	-55,740	Closed	-$7.26M	–	177
2019 Q3	$7.26M	Sell	55,740 -8,020	-13%	-$1.11M	0.95%	34
2019 Q2	$8.9M	Sell	63,760 -5,769	-8%	-$765K	1.15%	21
2019 Q1	$7.72M	Buy	69,529 +16,745	+32%	+$1.87M	1.04%	26
2018 Q4	$5.79M	Buy	+52,784	New	+$6M	0.83%	35
2013 Q4	–	Sell	-21,844	Closed	-$1.41M	–	234
2013 Q3	$1.41M	Sell	21,844 -2,620	-11%	-$168K	0.13%	185
2013 Q2	$1.54M	Buy	+24,464	New	+$1.55M	0.14%	173

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leuthold Group's DIS Position: Q4 2025 in Review

Leuthold Group sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 53,754 shares — an estimated $6.15M sold.

Leuthold Group first reported a position in DIS in Q2 2013 and held it in 11 quarters. The position peaked at $8.9M in Q2 2019. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Leuthold Group reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Leuthold Group sold 53,754 Walt Disney shares in Q4 2025, an estimated $6.15M.
Leuthold Group first reported a position in Walt Disney in Q2 2013 and held it in 11 quarters.
Leuthold Group's Walt Disney position peaked at $8.9M in Q2 2019.
3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Leuthold Group's 13F filing for Q4 2025, filed 5 Feb 2026.