MF
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Montis Financial’s Walt Disney DIS Stock Holding History

Montis Financial’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
Q4 		– Sell
-2,200
Closed -$212K – 136
2024
Q3 		$212K Sell
2,200
-203
-8% -$18.7K 0.08% 104
2024
Q2 		$239K Sell
2,403
-339
-12% -$36.5K 0.11% 71
2024
Q1 		$336K Sell
2,742
-2
-0.1% -$209 0.16% 61
2023
Q4 		$248K Sell
2,744
-1,559
-36% -$137K 0.15% 65
2023
Q3 		$349K Sell
4,303
-3,013
-41% -$257K 0.23% 43
2023
Q2 		$653K Sell
7,316
-3,377
-32% -$320K 0.43% 26
2023
Q1 		$1.07M Sell
10,693
-434
-4% -$43.8K 0.83% 16
2022
Q4 		$967K Sell
11,127
-12,331
-53% -$1.18M 0.82% 17
2022
Q3 		$2.21M Hold
23,458
– – 2.13% 8
2022
Q2 		$2.21M Sell
23,458
-6,399
-21% -$710K 2.07% 8
2022
Q1 		$4.09M Sell
29,857
-921
-3% -$133K 3.2% 6
2021
Q4 		$4.77M Buy
30,778
+918
+3% +$148K 3.46% 6
2021
Q3 		$5.18M Buy
29,860
+17
+0.1% +$3.03K 4.4% 6
2021
Q2 		$5.25M Hold
29,843
– – 4.35% 6
2021
Q1 		$5.64M Sell
29,843
-212
-0.7% -$39.1K 5.25% 4
2020
Q4 		$4.9M Buy
+30,055
New +$4.31M 4.89% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montis Financial's DIS Position: Q4 2024 in Review

Montis Financial sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,200 shares — an estimated $212K sold.

Montis Financial first reported a position in DIS in Q4 2020 and held it in 16 quarters. The position peaked at $5.64M in Q1 2021. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Montis Financial reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Montis Financial sold 2,200 Walt Disney shares in Q4 2024, an estimated $212K.
  • Montis Financial first reported a position in Walt Disney in Q4 2020 and held it in 16 quarters.
  • Montis Financial's Walt Disney position peaked at $5.64M in Q1 2021.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Montis Financial's 13F filing for Q4 2024, filed 10 Feb 2025.