Moser Wealth Advisors’s Walt Disney DIS Stock Holding History

Moser Wealth 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 Q2	$10.2K	Sell	82 -465	-85%	-$48.3K	﹤0.01%	143
2025 Q1	$54K	Buy	547 +82	+18%	+$8.81K	0.03%	102
2024 Q4	$51.8K	Sell	465 -400	-46%	-$42K	0.03%	94
2024 Q3	$83.2K	Sell	865 -80	-8%	-$7.36K	0.04%	88
2024 Q2	$93.8K	Hold	945	–	–	0.05%	86
2024 Q1	$116K	Hold	945	–	–	0.06%	84
2023 Q4	$85.3K	Hold	945	–	–	0.05%	85
2023 Q3	$76.6K	Hold	945	–	–	0.05%	77
2023 Q2	$84.4K	Buy	+945	New	+$89.5K	0.06%	78
2022 Q4	$82.1K	Hold	945	–	–	0.06%	76
2022 Q3	$89K	Buy	945 +230	+32%	+$24.6K	0.07%	77
2022 Q2	$67K	Hold	715	–	–	0.05%	83
2022 Q1	$98K	Sell	715 -7	-1%	-$1.01K	0.06%	79
2021 Q4	$112K	Hold	722	–	–	0.07%	77
2021 Q3	$122K	Hold	722	–	–	0.08%	75
2021 Q2	$127K	Buy	722 +250	+53%	+$45K	0.08%	76
2021 Q1	$87K	Buy	472 +7	+2%	+$1.29K	0.06%	81
2020 Q4	$84K	Buy	465 +150	+48%	+$21.5K	0.06%	78
2020 Q3	$39K	Hold	315	–	–	0.03%	88
2020 Q2	$35K	Buy	315 +15	+5%	+$1.66K	0.03%	84
2020 Q1	$29K	Hold	300	–	–	0.03%	84
2019 Q4	$43K	Buy	+300	New	+$41.9K	0.04%	92

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

Norges Bank Oslo, Norway $935B AUM

Moser Wealth Advisors's DIS Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Walt Disney (DIS) stake by 85% in Q2 2025, selling an estimated $48.3K and leaving 82 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Moser Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 22 quarters since. The position peaked at $127K in Q2 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

Moser Wealth Advisors held 82 shares of Walt Disney worth $10.2K as of Q2 2025.
Moser Wealth Advisors sold 465 Walt Disney shares in Q2 2025, an estimated $48.3K.
Walt Disney made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #143 holding.
Moser Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Walt Disney position peaked at $127K in Q2 2021.
3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.