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Montz Harcus Wealth Management’s Walt Disney DIS Stock Holding History

Montz Harcus 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
2025
Q4 		– Sell
-1,859
Closed -$213K – 91
2025
Q3 		$213K Sell
1,859
-228
-11% -$26.9K 0.09% 81
2025
Q2 		$259K Buy
2,087
+15
+0.7% +$1.56K 0.12% 71
2025
Q1 		$205K Buy
2,072
+35
+2% +$3.76K 0.11% 75
2024
Q4 		$227K Buy
+2,037
New +$214K 0.13% 68
2024
Q3 		– Sell
-2,126
Closed -$211K – 77
2024
Q2 		$211K Sell
2,126
-147
-6% -$15.8K 0.14% 65
2024
Q1 		$278K Sell
2,273
-139
-6% -$14.5K 0.19% 48
2023
Q4 		$218K Buy
+2,412
New +$213K 0.17% 52
2023
Q3 		– Sell
-2,289
Closed -$204K – 55
2023
Q2 		$204K Sell
2,289
-138
-6% -$13.1K 0.17% 58
2023
Q1 		$243K Sell
2,427
-100
-4% -$10.1K 0.22% 44
2022
Q4 		$220K Hold
2,527
– – 0.22% 48
2022
Q3 		$238K Buy
2,527
+47
+2% +$5.03K 0.26% 44
2022
Q2 		$234K Buy
2,480
+675
+37% +$74.9K 0.25% 47
2022
Q1 		$248K Sell
1,805
-23
-1% -$3.33K 0.22% 47
2021
Q4 		$283K Buy
+1,828
New +$295K 0.25% 38

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Montz Harcus Wealth Management's DIS Position: Q4 2025 in Review

Montz Harcus Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,859 shares — an estimated $213K sold.

Montz Harcus Wealth Management first reported a position in DIS in Q4 2021 and held it in 14 quarters. The position peaked at $283K in Q4 2021. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Montz Harcus Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 1,859 Walt Disney shares in Q4 2025, an estimated $213K.
  • Montz Harcus Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 14 quarters.
  • Montz Harcus Wealth Management's Walt Disney position peaked at $283K in Q4 2021.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.