Orgel Wealth Management’s Walt Disney DIS Stock Holding History

Orgel Wealth Management’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 Q3	–	Sell	-1,719	Closed	-$213K	–	89
2025 Q2	$213K	Buy	+1,719	New	+$179K	0.01%	83

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Orgel Wealth Management's DIS Position: Q3 2025 in Review

Orgel Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,719 shares — an estimated $213K sold.

Orgel Wealth Management first reported a position in DIS in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Orgel Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
Orgel Wealth Management sold 1,719 Walt Disney shares in Q3 2025, an estimated $213K.
Orgel Wealth Management first reported a position in Walt Disney in Q2 2025 and held it in 1 quarter.
Orgel Wealth Management's Walt Disney position peaked at $213K in Q2 2025.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Orgel Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.