Macroview Investment Management’s Walt Disney DIS Stock Holding History

Macroview Investment 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
2025 Q4	–	Sell	-1,850	Closed	-$212K	–	100
2025 Q3	$212K	Sell	1,850 -3	-0.2%	-$353	0.16%	87
2025 Q2	$230K	Buy	+1,853	New	+$193K	0.19%	88
2024 Q4	–	Sell	-1,187	Closed	-$114K	–	208
2024 Q3	$114K	Sell	1,187 -500	-30%	-$46K	0.11%	98
2024 Q2	$168K	Hold	1,687	–	–	0.18%	79
2024 Q1	$206K	Buy	1,687 +30	+2%	+$3.13K	0.23%	73
2023 Q4	$150K	Buy	1,657 +499	+43%	+$44K	0.18%	83
2023 Q3	$93.9K	Buy	1,158 +992	+598%	+$84.7K	0.13%	94
2023 Q2	$14.8K	Buy	166 +1	+0.6%	+$95	0.02%	161
2023 Q1	$16.5K	Hold	165	–	–	0.03%	143
2022 Q4	$14.3K	Hold	165	–	–	0.02%	153
2022 Q3	$16K	Hold	165	–	–	0.03%	126
2022 Q2	$16K	Hold	165	–	–	0.03%	143
2022 Q1	$23K	Hold	165	–	–	0.03%	130
2021 Q4	$26K	Sell	165 -2	-1%	-$323	0.03%	121
2021 Q3	$28K	Hold	167	–	–	0.04%	117
2021 Q2	$29K	Hold	167	–	–	0.04%	122
2021 Q1	$31K	Hold	167	–	–	0.04%	111
2020 Q4	$30K	Hold	167	–	–	0.04%	107
2020 Q3	$21K	Buy	167 +8	+5%	+$1K	0.04%	112
2020 Q2	$18K	Hold	159	–	–	0.04%	106
2020 Q1	$15K	Hold	159	–	–	0.03%	108
2019 Q4	$23K	Hold	159	–	–	0.05%	107
2019 Q3	$21K	Hold	159	–	–	0.05%	114
2019 Q2	$22K	Hold	159	–	–	0.06%	117
2019 Q1	$18K	Hold	159	–	–	0.04%	126
2018 Q4	$17K	Hold	159	–	–	0.05%	115
2018 Q3	$19K	Hold	159	–	–	0.06%	111
2018 Q2	$17K	Hold	159	–	–	0.06%	106
2018 Q1	$16K	Buy	159 +154	+3,080%	+$16.4K	0.06%	93
2017 Q4	$1K	Hold	5	–	–	﹤0.01%	121
2017 Q3	$0	Sell	5 -44	-90%	-$4.53K	﹤0.01%	160
2017 Q2	$5K	Buy	49 +44	+880%	+$4.82K	0.03%	136
2017 Q1	$1K	Hold	5	–	–	0.01%	106
2016 Q4	$1K	Hold	5	–	–	0.01%	105
2016 Q3	$0	Hold	5	–	–	﹤0.01%	114
2016 Q2	$0	Hold	5	–	–	﹤0.01%	98
2016 Q1	$0	Hold	5	–	–	﹤0.01%	100
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	98
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	104
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	108
2015 Q1	$1K	Sell	5 -9	-64%	-$908	﹤0.01%	129
2014 Q4	$1K	Hold	14	–	–	﹤0.01%	157
2014 Q3	$1K	Buy	14 +9	+180%	+$794	﹤0.01%	165
2014 Q2	$0	Sell	5 -145	-97%	-$11.8K	﹤0.01%	203
2014 Q1	$12K	Buy	150 +45	+43%	+$3.49K	0.02%	98
2013 Q4	$8K	Hold	105	–	–	0.01%	121
2013 Q3	$7K	Buy	105 +100	+2,000%	+$6.41K	0.01%	134
2013 Q2	$0	Buy	+5	New	+$316	﹤0.01%	191

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Macroview Investment Management's DIS Position: Q4 2025 in Review

Macroview Investment Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,850 shares — an estimated $212K sold.

Macroview Investment Management first reported a position in DIS in Q2 2013 and held it in 48 quarters. The position peaked at $230K in Q2 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Macroview Investment Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Macroview Investment Management sold 1,850 Walt Disney shares in Q4 2025, an estimated $212K.
Macroview Investment Management first reported a position in Walt Disney in Q2 2013 and held it in 48 quarters.
Macroview Investment Management's Walt Disney position peaked at $230K in Q2 2025.
3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Macroview Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.