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Morling Financial Advisors’s Walt Disney DIS Stock Holding History

Morling Financial Advisors’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
-1,757
Closed -$201K – 108
2025
Q3 		$201K Sell
1,757
-87
-5% -$10.2K 0.07% 69
2025
Q2 		$229K Sell
1,844
-350
-16% -$36.4K 0.07% 64
2025
Q1 		$217K Sell
2,194
-167
-7% -$17.9K 0.07% 78
2024
Q4 		$263K Buy
2,361
+75
+3% +$7.88K 0.09% 65
2024
Q3 		$220K Sell
2,286
-20
-0.9% -$1.84K 0.08% 65
2024
Q2 		$229K Buy
2,306
+185
+9% +$19.9K 0.1% 56
2024
Q1 		$260K Buy
+2,121
New +$222K 0.15% 60
2023
Q3 		– Sell
-2,320
Closed -$207K – 74
2023
Q2 		$207K Buy
2,320
+210
+10% +$19.9K 0.2% 50
2023
Q1 		$211K Buy
+2,110
New +$213K 0.23% 50
2022
Q2 		– Sell
-1,657
Closed -$227K – 75
2022
Q1 		$227K Sell
1,657
-39
-2% -$5.64K 0.29% 47
2021
Q4 		$263K Buy
+1,696
New +$274K 0.25% 39

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Morling Financial Advisors's DIS Position: Q4 2025 in Review

Morling Financial Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,757 shares — an estimated $201K sold.

Morling Financial Advisors first reported a position in DIS in Q4 2021 and held it in 11 quarters. The position peaked at $263K in Q4 2021. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Morling Financial Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 1,757 Walt Disney shares in Q4 2025, an estimated $201K.
  • Morling Financial Advisors first reported a position in Walt Disney in Q4 2021 and held it in 11 quarters.
  • Morling Financial Advisors's Walt Disney position peaked at $263K in Q4 2021.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Morling Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.