Optimum Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $899K | Hold |
7,848
| – | – | 0.36% | 57 |
|
|
2025
Q2 | $973K | Sell |
7,848
-600
| -7% | -$62.3K | 0.42% | 51 |
|
|
2025
Q1 | $834K | Sell |
8,448
-75
| -0.9% | -$8.06K | 0.39% | 58 |
|
|
2024
Q4 | $949K | Sell |
8,523
-300
| -3% | -$31.5K | 0.42% | 49 |
|
|
2024
Q3 | $849K | Sell |
8,823
-500
| -5% | -$46K | 0.37% | 56 |
|
|
2024
Q2 | $926K | Sell |
9,323
-260
| -3% | -$28K | 0.42% | 54 |
|
|
2024
Q1 | $1.17M | Hold |
9,583
| – | – | 0.54% | 39 |
|
|
2023
Q4 | $865K | Sell |
9,583
-887
| -8% | -$78.2K | 0.44% | 56 |
|
|
2023
Q3 | $849K | Sell |
10,470
-539
| -5% | -$46K | 0.43% | 56 |
|
|
2023
Q2 | $983K | Sell |
11,009
-1,500
| -12% | -$142K | 0.48% | 50 |
|
|
2023
Q1 | $1.25M | Buy |
12,509
+125
| +1% | +$12.6K | 0.66% | 30 |
|
|
2022
Q4 | $1.08M | Sell |
12,384
-935
| -7% | -$89.4K | 0.58% | 38 |
|
|
2022
Q3 | $1.26M | Sell |
13,319
-650
| -5% | -$69.6K | 0.68% | 27 |
|
|
2022
Q2 | $1.32M | Sell |
13,969
-315
| -2% | -$35K | 0.66% | 32 |
|
|
2022
Q1 | $1.96M | Sell |
14,284
-1,142
| -7% | -$165K | 0.83% | 22 |
|
|
2021
Q4 | $2.39M | Buy |
15,426
+890
| +6% | +$144K | 0.93% | 19 |
|
|
2021
Q3 | $2.46M | Sell |
14,536
-1,107
| -7% | -$197K | 1.04% | 15 |
|
|
2021
Q2 | $2.75M | Sell |
15,643
-200
| -1% | -$36K | 0.86% | 23 |
|
|
2021
Q1 | $2.92M | Buy |
15,843
+865
| +6% | +$160K | 0.86% | 23 |
|
|
2020
Q4 | $2.71M | Buy |
14,978
+60
| +0.4% | +$8.61K | 0.82% | 24 |
|
|
2020
Q3 | $1.85M | Sell |
14,918
-2,225
| -13% | -$278K | 0.62% | 36 |
|
|
2020
Q2 | $1.91M | Sell |
17,143
-138
| -0.8% | -$15.2K | 0.67% | 30 |
|
|
2020
Q1 | $1.67M | Buy |
17,281
+2,392
| +16% | +$302K | 0.68% | 28 |
|
|
2019
Q4 | $2.15M | Buy |
14,889
+79
| +0.5% | +$11K | 0.64% | 29 |
|
|
2019
Q3 | $1.93M | Buy |
14,810
+1,435
| +11% | +$198K | 0.61% | 31 |
|
|
2019
Q2 | $1.87M | Buy |
13,375
+1,707
| +15% | +$226K | 0.61% | 32 |
|
|
2019
Q1 | $1.29M | Buy |
11,668
+94
| +0.8% | +$10.5K | 0.43% | 57 |
|
|
2018
Q4 | $1.27M | Sell |
11,574
-422
| -4% | -$48K | 0.44% | 55 |
|
|
2018
Q3 | $1.4M | Buy |
11,996
+240
| +2% | +$26.7K | 0.39% | 64 |
|
|
2018
Q2 | $1.23M | Buy |
11,756
+420
| +4% | +$43K | 0.36% | 73 |
|
|
2018
Q1 | $1.14M | Buy |
11,336
+388
| +4% | +$41.2K | 0.33% | 78 |
|
|
2017
Q4 | $1.18M | Sell |
10,948
-1,128
| -9% | -$116K | 0.37% | 74 |
|
|
2017
Q3 | $1.19M | Sell |
12,076
-44
| -0.4% | -$4.53K | 0.4% | 69 |
|
|
2017
Q2 | $1.29M | Sell |
12,120
-366
| -3% | -$40.1K | 0.45% | 62 |
|
|
2017
Q1 | $1.42M | Sell |
12,486
-289
| -2% | -$31.8K | 0.5% | 53 |
|
|
2016
Q4 | $1.33M | Sell |
12,775
-105
| -0.8% | -$10.2K | 0.5% | 53 |
|
|
2016
Q3 | $1.2M | Buy |
12,880
+276
| +2% | +$26.4K | 0.45% | 60 |
|
|
2016
Q2 | $1.23M | Sell |
12,604
-486
| -4% | -$48.6K | 0.48% | 56 |
|
|
2016
Q1 | $1.3M | Sell |
13,090
-378
| -3% | -$36.5K | 0.51% | 54 |
|
|
2015
Q4 | $1.42M | Sell |
13,468
-3,608
| -21% | -$402K | 0.55% | 47 |
|
|
2015
Q3 | $1.75M | Buy |
+17,076
| New | +$1.86M | 0.7% | 30 |
|
|
2015
Q1 | $1.79M | Buy |
17,066
+317
| +2% | +$32K | 0.57% | 33 |
|
|
2014
Q4 | $1.58M | Sell |
16,749
-249
| -1% | -$22.4K | 0.51% | 44 |
|
|
2014
Q3 | $1.51M | Sell |
16,998
-50
| -0.3% | -$4.41K | 0.5% | 45 |
|
|
2014
Q2 | $1.46M | Buy |
17,048
+80
| +0.5% | +$6.53K | 0.47% | 55 |
|
|
2014
Q1 | $1.36M | Sell |
16,968
-248
| -1% | -$19.2K | 0.51% | 49 |
|
|
2013
Q4 | $1.31M | Buy |
17,216
+525
| +3% | +$36.4K | 0.49% | 53 |
|
|
2013
Q3 | $1.08M | Buy |
+16,691
| New | +$1.07M | 0.44% | 66 |
|
Other funds holding DIS
Optimum Investment Advisors's DIS Position: Q3 2025 in Review
Optimum Investment Advisors held its Walt Disney (DIS) position steady in Q3 2025 at 7,848 shares worth $899K. The position accounts for 0.36% of the portfolio, ranked #57.
Optimum Investment Advisors first reported a position in DIS in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.92M in Q1 2021. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.
- Optimum Investment Advisors held 7,848 shares of Walt Disney worth $899K as of Q3 2025.
- Optimum Investment Advisors left its Walt Disney share count unchanged in Q3 2025.
- Walt Disney made up 0.36% of Optimum Investment Advisors's portfolio in Q3 2025, its #57 holding.
- Optimum Investment Advisors first reported a position in Walt Disney in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Walt Disney position peaked at $2.92M in Q1 2021.
- 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.