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Parkworth Wealth Management’s Walt Disney DIS Stock Holding History

Parkworth 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
Q2 		$5.11K Buy
41
+9
+28% +$935 ﹤0.01% 167
2025
Q1 		$3.18K Buy
32
+2
+7% +$215 ﹤0.01% 160
2024
Q4 		$3.36K Buy
+30
New +$3.15K ﹤0.01% 173

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parkworth Wealth Management's DIS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Walt Disney (DIS) stake by 28% in Q2 2025, buying an estimated $935 and bringing the position to 41 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Parkworth Wealth Management first reported a position in DIS in Q4 2024 and has held it in 3 quarters since. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Parkworth Wealth Management held 41 shares of Walt Disney worth $5.11K as of Q2 2025.
  • Parkworth Wealth Management bought 9 Walt Disney shares in Q2 2025, an estimated $935.
  • Walt Disney made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #167 holding.
  • Parkworth Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 3 quarters since.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.