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Optimum Investment Advisors’s Walt Disney DIS Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-2,000
Closed -$2K – 886
2020
Q3 		$2K Buy
+2,000
New +$250K ﹤0.01% 821

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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.