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Northwest Financial Advisors’s Walt Disney DIS Stock Holding History

Northwest 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
Q2 		– Sell
-2,522
Closed -$249K – 105
2025
Q1 		$249K Sell
2,522
-141
-5% -$15.2K 0.21% 99
2024
Q4 		$297K Buy
2,663
+144
+6% +$15.1K 0.24% 83
2024
Q3 		$242K Sell
2,519
-34
-1% -$3.13K 0.19% 85
2024
Q2 		$253K Buy
2,553
+37
+1% +$3.98K 0.26% 76
2024
Q1 		$308K Sell
2,516
-13
-0.5% -$1.36K 0.34% 73
2023
Q4 		$228K Buy
+2,529
New +$223K 0.19% 81

Other funds holding DIS

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's DIS Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,522 shares — an estimated $249K sold.

Northwest Financial Advisors first reported a position in DIS in Q4 2023 and held it in 6 quarters. The position peaked at $308K in Q1 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,522 Walt Disney shares in Q2 2025, an estimated $249K.
  • Northwest Financial Advisors first reported a position in Walt Disney in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Walt Disney position peaked at $308K in Q1 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.