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O'Brien Wealth Partners’s Walt Disney DIS Stock Holding History

O'Brien Wealth Partners’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 		$79.6K Hold
700
– – 0.01% 91
2025
Q3 		$80.2K Hold
700
– – 0.01% 77
2025
Q2 		$86.8K Buy
+700
New +$72.7K 0.01% 62
2024
Q2 		– Sell
-418
Closed -$51.1K – 64
2024
Q1 		$51.1K Buy
+418
New +$43.7K 0.01% 56
2018
Q4 		– Sell
-385
Closed -$45K – 95
2018
Q3 		$45K Buy
385
+7
+2% +$779 0.03% 77
2018
Q2 		$40K Hold
378
– – 0.03% 42
2018
Q1 		$38K Buy
+378
New +$40.2K 0.03% 70

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

O'Brien Wealth Partners's DIS Position: Q4 2025 in Review

O'Brien Wealth Partners held its Walt Disney (DIS) position steady in Q4 2025 at 700 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #91.

O'Brien Wealth Partners first reported a position in DIS in Q1 2018 and has held it in 7 quarters since. The position peaked at $86.8K in Q2 2025. 3,181 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • O'Brien Wealth Partners held 700 shares of Walt Disney worth $79.6K as of Q4 2025.
  • O'Brien Wealth Partners left its Walt Disney share count unchanged in Q4 2025.
  • Walt Disney made up 0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #91 holding.
  • O'Brien Wealth Partners first reported a position in Walt Disney in Q1 2018 and has held it in 7 quarters since.
  • O'Brien Wealth Partners's Walt Disney position peaked at $86.8K in Q2 2025.
  • 3,181 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.