Paradigm Strategies in Wealth Management’s Walt Disney DIS Stock Holding History

Paradigm Strategies in 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 Q4	–	Sell	-1,981	Closed	-$227K	–	51
2025 Q3	$227K	Sell	1,981 -144	-7%	-$17K	0.15%	47
2025 Q2	$263K	Hold	2,125	–	–	0.17%	45
2025 Q1	$210K	Sell	2,125 -3	-0.1%	-$322	0.14%	51
2024 Q4	$237K	Hold	2,128	–	–	0.16%	43
2024 Q3	$205K	Buy	2,128 +7	+0.3%	+$644	0.13%	53
2024 Q2	$211K	Hold	2,121	–	–	0.13%	48
2024 Q1	$259K	Buy	+2,121	New	+$222K	0.16%	42
2023 Q2	–	Sell	-2,116	Closed	-$212K	–	45
2023 Q1	$212K	Buy	+2,116	New	+$213K	0.17%	41
2022 Q4	–	Sell	-2,116	Closed	-$200K	–	38
2022 Q3	$200K	Hold	2,116	–	–	0.18%	39
2022 Q2	$200K	Hold	2,116	–	–	0.22%	41
2022 Q1	$290K	Hold	2,116	–	–	0.3%	32
2021 Q4	$328K	Hold	2,116	–	–	0.33%	31
2021 Q3	$358K	Hold	2,116	–	–	0.34%	33
2021 Q2	$372K	Hold	2,116	–	–	0.33%	32
2021 Q1	$390K	Buy	+2,116	New	+$390K	0.38%	29

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Paradigm Strategies in Wealth Management's DIS Position: Q4 2025 in Review

Paradigm Strategies in Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,981 shares — an estimated $227K sold.

Paradigm Strategies in Wealth Management first reported a position in DIS in Q1 2021 and held it in 15 quarters. The position peaked at $390K in Q1 2021. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Paradigm Strategies in Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 1,981 Walt Disney shares in Q4 2025, an estimated $227K.
Paradigm Strategies in Wealth Management first reported a position in Walt Disney in Q1 2021 and held it in 15 quarters.
Paradigm Strategies in Wealth Management's Walt Disney position peaked at $390K in Q1 2021.
3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.