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Oxinas Partners Wealth Management’s Walt Disney DIS Stock Holding History

Oxinas Partners 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
-2,900
Closed -$360K – 125
2025
Q2 		$360K Sell
2,900
-162
-5% -$16.8K 0.18% 94
2025
Q1 		$302K Buy
3,062
+873
+40% +$93.8K 0.18% 93
2024
Q4 		$244K Sell
2,189
-1,088
-33% -$114K 0.14% 104
2024
Q3 		$315K Sell
3,277
-183
-5% -$16.8K 0.19% 91
2024
Q2 		$344K Sell
3,460
-700
-17% -$75.4K 0.23% 89
2024
Q1 		$509K Sell
4,160
-102
-2% -$10.7K 0.33% 68
2023
Q4 		$385K Sell
4,262
-339
-7% -$29.9K 0.27% 76
2023
Q3 		$373K Sell
4,601
-81
-2% -$6.92K 0.28% 70
2023
Q2 		$418K Buy
4,682
+33
+0.7% +$3.13K 0.27% 75
2023
Q1 		$466K Sell
4,649
-17
-0.4% -$1.71K 0.34% 63
2022
Q4 		$405K Sell
4,666
-147
-3% -$14.1K 0.34% 59
2022
Q3 		$454K Sell
4,813
-148
-3% -$15.8K 0.38% 58
2022
Q2 		$468K Sell
4,961
-27
-0.5% -$3K 0.36% 56
2022
Q1 		$684K Sell
4,988
-1,045
-17% -$151K 0.43% 52
2021
Q4 		$935K Buy
6,033
+3,516
+140% +$568K 0.53% 52
2021
Q3 		$426K Sell
2,517
-109
-4% -$19.4K 0.25% 91
2021
Q2 		$462K Buy
2,626
+239
+10% +$43K 0.26% 89
2021
Q1 		$441K Buy
2,387
+108
+5% +$19.9K 0.28% 88
2020
Q4 		$413K Buy
+2,279
New +$327K 0.31% 80

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

Oxinas Partners Wealth Management's DIS Position: Q3 2025 in Review

Oxinas Partners Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 2,900 shares — an estimated $360K sold.

Oxinas Partners Wealth Management first reported a position in DIS in Q4 2020 and held it in 19 quarters. The position peaked at $935K in Q4 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Oxinas Partners Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 2,900 Walt Disney shares in Q3 2025, an estimated $360K.
  • Oxinas Partners Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 19 quarters.
  • Oxinas Partners Wealth Management's Walt Disney position peaked at $935K in Q4 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.