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ORG Partners’s Walt Disney DIS Stock Holding History

ORG 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 		$385K Buy
3,386
+145
+4% +$16K 0.07% 235
2025
Q3 		$371K Buy
3,241
+1,387
+75% +$163K 0.07% 241
2025
Q2 		$229K Buy
1,854
+169
+10% +$17.6K 0.05% 291
2025
Q1 		$165K Sell
1,685
-720
-30% -$77.4K 0.04% 305
2024
Q4 		$268K Buy
2,405
+551
+30% +$57.9K 0.04% 273
2024
Q3 		$178K Sell
1,854
-2,940
-61% -$271K 0.03% 297
2024
Q2 		$470K Buy
4,794
+4,312
+895% +$464K 0.06% 257
2024
Q1 		$58.6K Sell
482
-5,010
-91% -$523K 0.11% 121
2023
Q4 		$496K Buy
5,492
+3,304
+151% +$291K 0.08% 177
2023
Q3 		$177K Sell
2,188
-3,766
-63% -$322K 0.05% 301
2023
Q2 		$538K Buy
+5,954
New +$564K 0.09% 204

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 $5.7T 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 $1.47T 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