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Maxele Advisors’s Walt Disney DIS Stock Holding History

Maxele 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
Q4 		$232K Sell
2,038
-35
-2% -$3.85K 0.19% 91
2025
Q3 		$237K Buy
2,073
+18
+0.9% +$2.12K 0.2% 89
2025
Q2 		$255K Buy
+2,055
New +$214K 0.22% 91
2025
Q1 		– Sell
-1,863
Closed -$207K – 99
2024
Q4 		$207K Buy
+1,863
New +$196K 0.2% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Maxele Advisors's DIS Position: Q4 2025 in Review

Maxele Advisors reduced its Walt Disney (DIS) stake by 1.7% in Q4 2025, selling an estimated $3.85K and leaving 2,038 shares worth $232K. The position accounts for 0.19% of the portfolio, ranked #91.

Maxele Advisors first reported a position in DIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $255K in Q2 2025. 3,181 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Maxele Advisors held 2,038 shares of Walt Disney worth $232K as of Q4 2025.
  • Maxele Advisors sold 35 Walt Disney shares in Q4 2025, an estimated $3.85K.
  • Walt Disney made up 0.19% of Maxele Advisors's portfolio in Q4 2025, its #91 holding.
  • Maxele Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 4 quarters since.
  • Maxele Advisors's Walt Disney position peaked at $255K in Q2 2025.
  • 3,181 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

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