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Livelsberger Financial Advisory’s Walt Disney DIS Stock Holding History

Livelsberger Financial Advisory’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
-589
Closed -$73.1K – 30
2025
Q2 		$73.1K Buy
+589
New +$61.2K 1.42% 21
2024
Q4 		– Sell
-589
Closed -$56.7K – 28
2024
Q3 		$56.7K Buy
+589
New +$54.2K 1.19% 23
2024
Q1 		– Sell
-589
Closed -$53.2K – 60
2023
Q4 		$53.2K Buy
+589
New +$51.9K 0.05% 152

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Livelsberger Financial Advisory's DIS Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 589 shares — an estimated $73.1K sold.

Livelsberger Financial Advisory first reported a position in DIS in Q4 2023 and held it in 3 quarters. The position peaked at $73.1K in Q2 2025. 3,077 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 589 Walt Disney shares in Q3 2025, an estimated $73.1K.
  • Livelsberger Financial Advisory first reported a position in Walt Disney in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Walt Disney position peaked at $73.1K in Q2 2025.
  • 3,077 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.