Pacific Capital Wealth Advisors’s Walt Disney DIS Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-1,190	Closed	-$133K	–	162
2024 Q4	$133K	Sell	1,190 -9	-0.8%	-$945	0.02%	100
2024 Q3	$115K	Buy	1,199 +3	+0.3%	+$276	0.02%	106
2024 Q2	$119K	Buy	1,196 +30	+3%	+$3.23K	0.02%	101
2024 Q1	$143K	Buy	1,166 +16	+1%	+$1.67K	0.03%	78
2023 Q4	$104K	Buy	+1,150	New	+$101K	0.03%	96
2022 Q1	–	Sell	-1,418	Closed	-$220K	–	92
2021 Q4	$220K	Buy	+1,418	New	+$229K	0.06%	86
2021 Q3	–	Sell	-1,143	Closed	-$201K	–	82
2021 Q2	$201K	Hold	1,143	–	–	0.1%	76
2021 Q1	$211K	Hold	1,143	–	–	0.12%	62
2020 Q4	$207K	Buy	1,143 +971	+565%	+$139K	0.12%	65
2020 Q3	$21K	Buy	+172	New	+$21.5K	0.01%	145

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's DIS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,190 shares — an estimated $133K sold.

Pacific Capital Wealth Advisors first reported a position in DIS in Q3 2020 and held it in 10 quarters. The position peaked at $220K in Q4 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,190 Walt Disney shares in Q1 2025, an estimated $133K.
Pacific Capital Wealth Advisors first reported a position in Walt Disney in Q3 2020 and held it in 10 quarters.
Pacific Capital Wealth Advisors's Walt Disney position peaked at $220K in Q4 2021.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.