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Northstar Advisory Group’s Walt Disney DIS Stock Holding History

Northstar Advisory Group’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
-13,763
Closed -$1.58M – 116
2025
Q3 		$1.58M Sell
13,763
-15,973
-54% -$1.88M 0.64% 48
2025
Q2 		$3.69M Buy
29,736
+24,113
+429% +$2.51M 1.8% 14
2025
Q1 		$555K Buy
+5,623
New +$604K 0.36% 62
2022
Q4 		– Sell
-9,426
Closed -$889K – 93
2022
Q3 		$889K Buy
+9,426
New +$1.01M 0.8% 28
2021
Q3 		– Sell
-9,242
Closed -$1.62M – 62
2021
Q2 		$1.62M Sell
9,242
-4,596
-33% -$827K 1.02% 31
2021
Q1 		$2.55M Buy
+13,838
New +$2.55M 1.95% 12

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northstar Advisory Group's DIS Position: Q4 2025 in Review

Northstar Advisory Group sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 13,763 shares — an estimated $1.58M sold.

Northstar Advisory Group first reported a position in DIS in Q1 2021 and held it in 6 quarters. The position peaked at $3.69M in Q2 2025. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Northstar Advisory Group reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Northstar Advisory Group sold 13,763 Walt Disney shares in Q4 2025, an estimated $1.58M.
  • Northstar Advisory Group first reported a position in Walt Disney in Q1 2021 and held it in 6 quarters.
  • Northstar Advisory Group's Walt Disney position peaked at $3.69M in Q2 2025.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Northstar Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.