MorganRosel Wealth Management’s Walt Disney DIS Stock Holding History

MorganRosel 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 Q3	–	Sell	-1,007	Closed	-$125K	–	173
2025 Q2	$125K	Hold	1,007	–	–	0.03%	134
2025 Q1	$99.4K	Buy	+1,007	New	+$108K	0.03%	130
2021 Q1	–	Sell	-2,171	Closed	-$393K	–	81
2020 Q4	$393K	Hold	2,171	–	–	0.28%	60
2020 Q3	$269K	Sell	2,171 -115	-5%	-$14.4K	0.22%	68
2020 Q2	$255K	Sell	2,286 -4,506	-66%	-$497K	0.24%	64
2020 Q1	$656K	Sell	6,792 -189	-3%	-$23.9K	0.75%	26
2019 Q4	$1.01M	Sell	6,981 -106	-1%	-$14.8K	0.77%	20
2019 Q3	$924K	Buy	7,087 +5,072	+252%	+$701K	0.76%	21
2019 Q2	$281K	Sell	2,015 -99	-5%	-$13.1K	0.23%	61
2019 Q1	$235K	Hold	2,114	–	–	0.2%	64
2018 Q4	$232K	Buy	+2,114	New	+$240K	0.24%	60

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

MorganRosel Wealth Management's DIS Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,007 shares — an estimated $125K sold.

MorganRosel Wealth Management first reported a position in DIS in Q4 2018 and held it in 11 quarters. The position peaked at $1.01M in Q4 2019. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

MorganRosel Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 1,007 Walt Disney shares in Q3 2025, an estimated $125K.
MorganRosel Wealth Management first reported a position in Walt Disney in Q4 2018 and held it in 11 quarters.
MorganRosel Wealth Management's Walt Disney position peaked at $1.01M in Q4 2019.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.