Moloney Securities Asset Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Sell
2,842
-781
-22% -$92K 0.04% 344
2025
Q2
$449K Sell
3,623
-1,764
-33% -$183K 0.06% 285
2025
Q1
$532K Sell
5,387
-1,805
-25% -$194K 0.07% 243
2024
Q4
$801K Sell
7,192
-3,435
-32% -$361K 0.11% 205
2024
Q3
$1.02M Sell
10,627
-4,066
-28% -$374K 0.14% 189
2024
Q2
$1.46M Sell
14,693
-1,984
-12% -$214K 0.21% 116
2024
Q1
$2.04M Buy
16,677
+2,161
+15% +$226K 0.31% 80
2023
Q4
$1.31M Buy
14,516
+2,805
+24% +$247K 0.21% 117
2023
Q3
$949K Sell
11,711
-1,588
-12% -$136K 0.17% 136
2023
Q2
$1.19M Buy
13,299
+2,066
+18% +$196K 0.21% 122
2023
Q1
$1.12M Buy
11,233
+123
+1% +$12.4K 0.21% 129
2022
Q4
$965K Sell
11,110
-1,313
-11% -$126K 0.21% 130
2022
Q3
$1.17M Sell
12,423
-425
-3% -$45.5K 0.28% 95
2022
Q2
$1.21M Sell
12,848
-1,984
-13% -$220K 0.28% 99
2022
Q1
$2.03M Sell
14,832
-47
-0.3% -$6.79K 0.39% 74
2021
Q4
$2.31M Sell
14,879
-883
-6% -$143K 0.39% 63
2021
Q3
$2.67M Buy
15,762
+226
+1% +$40.3K 0.49% 60
2021
Q2
$2.73M Sell
15,536
-1,359
-8% -$244K 0.5% 59
2021
Q1
$3.12M Sell
16,895
-3,387
-17% -$625K 0.61% 41
2020
Q4
$3.67M Sell
20,282
-210
-1% -$30.1K 0.82% 24
2020
Q3
$2.54M Buy
20,492
+1,022
+5% +$128K 0.67% 43
2020
Q2
$2.17M Sell
19,470
-334
-2% -$36.9K 0.63% 51
2020
Q1
$1.91M Buy
19,804
+2,158
+12% +$273K 0.69% 49
2019
Q4
$2.55M Buy
17,646
+803
+5% +$112K 0.79% 32
2019
Q3
$2.19M Buy
16,843
+242
+1% +$33.5K 0.73% 34
2019
Q2
$2.32M Sell
16,601
-243
-1% -$32.2K 0.77% 31
2019
Q1
$1.87M Sell
16,844
-1,190
-7% -$133K 0.65% 40
2018
Q4
$1.98M Buy
18,034
+504
+3% +$57.3K 0.81% 28
2018
Q3
$2.05M Sell
17,530
-520
-3% -$57.9K 0.71% 37
2018
Q2
$1.89M Sell
18,050
-1,763
-9% -$180K 0.72% 36
2018
Q1
$1.99M Buy
19,813
+608
+3% +$64.6K 0.81% 25
2017
Q4
$2.06M Buy
19,205
+2,928
+18% +$302K 0.87% 25
2017
Q3
$1.6M Sell
16,277
-61
-0.4% -$6.28K 0.71% 35
2017
Q2
$1.74M Buy
16,338
+167
+1% +$18.3K 0.86% 26
2017
Q1
$1.83M Buy
16,171
+496
+3% +$54.6K 0.95% 21
2016
Q4
$1.63M Buy
+15,675
New +$1.53M 0.99% 25

Other funds holding DIS

Moloney Securities Asset Management's DIS Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Walt Disney (DIS) stake by 22% in Q3 2025, selling an estimated $92K and leaving 2,842 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #344.

Moloney Securities Asset Management first reported a position in DIS in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.67M in Q4 2020. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Moloney Securities Asset Management held 2,842 shares of Walt Disney worth $325K as of Q3 2025.
  • Moloney Securities Asset Management sold 781 Walt Disney shares in Q3 2025, an estimated $92K.
  • Walt Disney made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #344 holding.
  • Moloney Securities Asset Management first reported a position in Walt Disney in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's Walt Disney position peaked at $3.67M in Q4 2020.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.