Northern Financial Advisors’s Walt Disney DIS Stock Holding History

Northern 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	-2,117	Closed	-$243K	–	101
2025 Q3	$243K	Buy	2,117 +454	+27%	+$53.5K	0.13%	113
2025 Q2	$206K	Sell	1,663 -433	-21%	-$45K	0.15%	106
2025 Q1	$207K	Sell	2,096 -123	-6%	-$13.2K	0.17%	103
2024 Q4	$247K	Sell	2,219 -673	-23%	-$70.7K	0.2%	99
2024 Q3	$278K	Sell	2,892 -713	-20%	-$65.6K	0.21%	92
2024 Q2	$358K	Sell	3,605 -127	-3%	-$13.7K	0.29%	86
2024 Q1	$457K	Buy	3,732 +217	+6%	+$22.7K	0.36%	83
2023 Q4	$317K	Buy	+3,515	New	+$310K	0.27%	96
2023 Q2	–	Sell	-3,398	Closed	-$340K	–	113
2023 Q1	$340K	Buy	3,398 +513	+18%	+$51.7K	0.32%	81
2022 Q4	$251K	Buy	+2,885	New	+$276K	0.28%	82

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Financial Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,117 shares — an estimated $243K sold.

Northern Financial Advisors first reported a position in DIS in Q4 2022 and held it in 10 quarters. The position peaked at $457K in Q1 2024. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Northern Financial Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Northern Financial Advisors sold 2,117 Walt Disney shares in Q4 2025, an estimated $243K.
Northern Financial Advisors first reported a position in Walt Disney in Q4 2022 and held it in 10 quarters.
Northern Financial Advisors's Walt Disney position peaked at $457K in Q1 2024.
3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Northern Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.