MWM
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Mittelman Wealth Management’s Walt Disney DIS Stock Holding History

Mittelman Wealth 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
2024
Q3 		– Sell
-7,687
Closed -$763K – 40
2024
Q2 		$763K Buy
7,687
+235
+3% +$25.3K 0.49% 41
2024
Q1 		$912K Buy
+7,452
New +$778K 0.62% 38

Other funds holding DIS

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mittelman Wealth Management's DIS Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 7,687 shares — an estimated $763K sold.

Mittelman Wealth Management first reported a position in DIS in Q1 2024 and held it in 2 quarters. The position peaked at $912K in Q1 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 7,687 Walt Disney shares in Q3 2024, an estimated $763K.
  • Mittelman Wealth Management first reported a position in Walt Disney in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Walt Disney position peaked at $912K in Q1 2024.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.