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Parkside Advisors’s Walt Disney DIS Stock Holding History

Parkside 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
Q2 		$464K Hold
3,738
– – 0.1% 58
2025
Q1 		$369K Hold
3,738
– – 0.09% 60
2024
Q4 		$418K Sell
3,738
-147
-4% -$15.4K 0.1% 59
2024
Q3 		$374K Sell
3,885
-173
-4% -$15.9K 0.09% 62
2024
Q2 		$403K Buy
4,058
+124
+3% +$13.3K 0.1% 60
2024
Q1 		$481K Buy
3,934
+76
+2% +$7.94K 0.12% 54
2023
Q4 		$350K Sell
3,858
-11
-0.3% -$970 0.1% 61
2023
Q3 		$314K Hold
3,869
– – 0.1% 61
2023
Q2 		$345K Hold
3,869
– – 0.11% 53
2023
Q1 		$388K Sell
3,869
-192
-5% -$19.4K 0.13% 46
2022
Q4 		$353K Buy
4,061
+476
+13% +$45.5K 0.12% 53
2022
Q3 		$338K Sell
3,585
-160
-4% -$17.1K 0.13% 38
2022
Q2 		$354K Sell
3,745
-319
-8% -$35.4K 0.13% 41
2022
Q1 		$557K Sell
4,064
-200
-5% -$28.9K 0.18% 34
2021
Q4 		$660K Buy
4,264
+1,635
+62% +$264K 0.2% 34
2021
Q3 		$445K Hold
2,629
– – 0.14% 40
2021
Q2 		$462K Hold
2,629
– – 0.15% 41
2021
Q1 		$485K Buy
2,629
+50
+2% +$9.22K 0.17% 42
2020
Q4 		$467K Buy
2,579
+933
+57% +$134K 0.18% 42
2020
Q3 		$204K Buy
+1,646
New +$206K 0.09% 61
2020
Q1 		– Sell
-1,646
Closed -$240K – 62
2019
Q4 		$240K Hold
1,646
– – 0.11% 58
2019
Q3 		$215K Hold
1,646
– – 0.11% 59
2019
Q2 		$230K Buy
+1,646
New +$218K 0.13% 56
2017
Q4 		– Sell
-2,371
Closed -$234K – 38
2017
Q3 		$234K Buy
2,371
+37
+2% +$3.81K 0.17% 36
2017
Q2 		$248K Buy
2,334
+4
+0.2% +$438 0.18% 34
2017
Q1 		$264K Buy
+2,330
New +$257K 0.19% 33

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Parkside Advisors's DIS Position: Q2 2025 in Review

Parkside Advisors held its Walt Disney (DIS) position steady in Q2 2025 at 3,738 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #58.

Parkside Advisors first reported a position in DIS in Q1 2017 and has held it in 26 quarters since. The position peaked at $660K in Q4 2021. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Parkside Advisors held 3,738 shares of Walt Disney worth $464K as of Q2 2025.
  • Parkside Advisors left its Walt Disney share count unchanged in Q2 2025.
  • Walt Disney made up 0.1% of Parkside Advisors's portfolio in Q2 2025, its #58 holding.
  • Parkside Advisors first reported a position in Walt Disney in Q1 2017 and has held it in 26 quarters since.
  • Parkside Advisors's Walt Disney position peaked at $660K in Q4 2021.
  • 3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.