My Legacy Advisors’s Walt Disney DIS Stock Holding History

My Legacy 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	$322K	Sell	2,649 -8,824	-77%	-$917K	0.11%	167
2025 Q1	$1.13M	Buy	11,473 +240	+2%	+$25.8K	0.44%	64
2024 Q4	$1.22M	Buy	11,233 +398	+4%	+$41.8K	0.47%	56
2024 Q3	$1.04M	Sell	10,835 -2,497	-19%	-$230K	0.41%	68
2024 Q2	$1.32M	Sell	13,332 -664	-5%	-$71.5K	0.42%	57
2024 Q1	$1.71M	Buy	13,996 +556	+4%	+$58.1K	0.57%	43
2023 Q4	$1.2M	Buy	13,440 +1,280	+11%	+$113K	0.43%	62
2023 Q3	$1.01M	Buy	12,160 +2,264	+23%	+$193K	0.41%	75
2023 Q2	$895K	Sell	9,896 -7	-0.1%	-$663	0.35%	83
2023 Q1	$998K	Sell	9,903 -36	-0.4%	-$3.63K	0.43%	77
2022 Q4	$1.1M	Sell	9,939 -324	-3%	-$31K	0.47%	69
2022 Q3	$969K	Buy	10,263 +3,081	+43%	+$330K	0.49%	63
2022 Q2	$673K	Buy	7,182 +696	+11%	+$77.3K	0.34%	112
2022 Q1	$890K	Buy	+6,486	New	+$938K	0.41%	78

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

My Legacy Advisors's DIS Position: Q2 2025 in Review

My Legacy Advisors reduced its Walt Disney (DIS) stake by 77% in Q2 2025, selling an estimated $917K and leaving 2,649 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #167.

My Legacy Advisors first reported a position in DIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q1 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

My Legacy Advisors held 2,649 shares of Walt Disney worth $322K as of Q2 2025.
My Legacy Advisors sold 8,824 Walt Disney shares in Q2 2025, an estimated $917K.
Walt Disney made up 0.11% of My Legacy Advisors's portfolio in Q2 2025, its #167 holding.
My Legacy Advisors first reported a position in Walt Disney in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's Walt Disney position peaked at $1.71M in Q1 2024.
3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.