Long Run Wealth Advisors’s Walt Disney DIS Stock Holding History

Long Run Wealth 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 Q2	–	Sell	-2,400	Closed	-$237K	–	107
2025 Q1	$237K	Buy	2,400 +196	+9%	+$21.1K	0.05%	93
2024 Q4	$245K	Hold	2,204	–	–	0.06%	89
2024 Q3	$212K	Sell	2,204 -100	-4%	-$9.2K	0.05%	97
2024 Q2	$229K	Buy	2,304 +100	+5%	+$10.8K	0.06%	94
2024 Q1	$270K	Buy	+2,204	New	+$230K	0.07%	85
2023 Q3	–	Sell	-3,604	Closed	-$322K	–	87
2023 Q2	$322K	Hold	3,604	–	–	0.1%	77
2023 Q1	$361K	Sell	3,604 -100	-3%	-$10.1K	0.12%	78
2022 Q4	$322K	Hold	3,704	–	–	0.12%	84
2022 Q3	$349K	Buy	3,704 +1,367	+58%	+$146K	0.14%	76
2022 Q2	$221K	Buy	2,337 +50	+2%	+$5.55K	0.09%	88
2022 Q1	$314K	Sell	2,287 -110	-5%	-$15.9K	0.11%	81
2021 Q4	$372K	Buy	+2,397	New	+$387K	0.13%	81

Other funds holding DIS

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Long Run Wealth Advisors's DIS Position: Q2 2025 in Review

Long Run Wealth Advisors sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,400 shares — an estimated $237K sold.

Long Run Wealth Advisors first reported a position in DIS in Q4 2021 and held it in 12 quarters. The position peaked at $372K in Q4 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

Long Run Wealth Advisors reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
Long Run Wealth Advisors sold 2,400 Walt Disney shares in Q2 2025, an estimated $237K.
Long Run Wealth Advisors first reported a position in Walt Disney in Q4 2021 and held it in 12 quarters.
Long Run Wealth Advisors's Walt Disney position peaked at $372K in Q4 2021.
3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Long Run Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.