MWP
DIS icon

Meridian Wealth Partners’s Walt Disney DIS Stock Holding History

Meridian Wealth Partners’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
-1,727
Closed -$214K – 114
2025
Q2 		$214K Buy
+1,727
New +$179K 0.03% 107
2025
Q1 		– Sell
-2,073
Closed -$231K – 105
2024
Q4 		$231K Buy
+2,073
New +$218K 0.04% 98
2024
Q3 		– Sell
-3,280
Closed -$326K – 112
2024
Q2 		$326K Buy
3,280
+285
+10% +$30.7K 0.06% 80
2024
Q1 		$366K Buy
2,995
+92
+3% +$9.61K 0.07% 73
2023
Q4 		$262K Buy
2,903
+259
+10% +$22.8K 0.05% 82
2023
Q3 		$214K Buy
+2,644
New +$226K 0.04% 88
2023
Q2 		– Sell
-2,053
Closed -$206K – 96
2023
Q1 		$206K Buy
+2,053
New +$207K 0.04% 90
2022
Q4 		– Sell
-2,262
Closed -$214K – 88
2022
Q3 		$214K Buy
+2,262
New +$242K 0.05% 76
2022
Q1 		– Sell
-1,735
Closed -$269K – 85
2021
Q4 		$269K Buy
1,735
+406
+31% +$65.6K 0.05% 67
2021
Q3 		$225K Buy
1,329
+47
+4% +$8.38K 0.05% 71
2021
Q2 		$225K Buy
1,282
+6
+0.5% +$1.08K 0.05% 72
2021
Q1 		$235K Buy
1,276
+68
+6% +$12.5K 0.07% 64
2020
Q4 		$219K Buy
1,208
+13
+1% +$1.87K 0.09% 61
2020
Q3 		$148K Sell
1,195
-146
-11% -$18.2K 0.07% 73
2020
Q2 		$150K Buy
1,341
+63
+5% +$6.96K 0.08% 68
2020
Q1 		$124K Sell
1,278
-12
-0.9% -$1.52K 0.07% 73
2019
Q4 		$186K Buy
+1,290
New +$180K 0.12% 63

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Meridian Wealth Partners's DIS Position: Q3 2025 in Review

Meridian Wealth Partners sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,727 shares — an estimated $214K sold.

Meridian Wealth Partners first reported a position in DIS in Q4 2019 and held it in 17 quarters. The position peaked at $366K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Meridian Wealth Partners reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,727 Walt Disney shares in Q3 2025, an estimated $214K.
  • Meridian Wealth Partners first reported a position in Walt Disney in Q4 2019 and held it in 17 quarters.
  • Meridian Wealth Partners's Walt Disney position peaked at $366K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Meridian Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.