MWA Asset Management’s Walt Disney DIS Stock Holding History

MWA Asset 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	-1,717	Closed	-$213K	–	129
2025 Q2	$213K	Sell	1,717 -10,957	-86%	-$1.14M	0.13%	117
2025 Q1	$1.25M	Sell	12,674 -778	-6%	-$83.6K	0.87%	38
2024 Q4	$1.5M	Sell	13,452 -321	-2%	-$33.7K	1%	32
2024 Q3	$1.32M	Sell	13,773 -306	-2%	-$28.2K	0.88%	35
2024 Q2	$1.4M	Sell	14,079 -105	-0.7%	-$11.3K	1%	33
2024 Q1	$1.74M	Buy	14,184 +577	+4%	+$60.3K	1.26%	26
2023 Q4	$1.23M	Buy	13,607 +1,633	+14%	+$144K	1.02%	34
2023 Q3	$971K	Buy	+11,974	New	+$1.02M	0.94%	38

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

MWA Asset Management's DIS Position: Q3 2025 in Review

MWA Asset Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,717 shares — an estimated $213K sold.

MWA Asset Management first reported a position in DIS in Q3 2023 and held it in 8 quarters. The position peaked at $1.74M in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

MWA Asset Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
MWA Asset Management sold 1,717 Walt Disney shares in Q3 2025, an estimated $213K.
MWA Asset Management first reported a position in Walt Disney in Q3 2023 and held it in 8 quarters.
MWA Asset Management's Walt Disney position peaked at $1.74M in Q1 2024.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on MWA Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.