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Pathway Financial Advisers’s Walt Disney DIS Stock Holding History

Pathway Financial Advisers’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
-916
Closed -$105K – 203
2025
Q3 		$105K Buy
+916
New +$108K 0.03% 186
2025
Q1 		– Sell
-1,062
Closed -$118K – 214
2024
Q4 		$118K Sell
1,062
-101,084
-99% -$10.6M 0.04% 182
2024
Q3 		$1.06K Buy
102,146
+101,082
+9,500% +$9.3M ﹤0.01% 373
2024
Q2 		$105K Buy
1,064
+4
+0.4% +$431 0.04% 183
2024
Q1 		$130K Hold
1,060
– – 0.05% 174
2023
Q4 		$95.7K Hold
1,060
– – 0.04% 189
2023
Q3 		$85.9K Buy
+1,060
New +$90.5K 0.04% 195
2023
Q1 		$96.8K Sell
967
-219
-18% -$22.1K 0.04% 191
2022
Q4 		$103K Buy
+1,186
New +$113K 0.04% 193

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pathway Financial Advisers's DIS Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 916 shares — an estimated $105K sold.

Pathway Financial Advisers first reported a position in DIS in Q4 2022 and held it in 9 quarters. The position peaked at $130K in Q1 2024. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 916 Walt Disney shares in Q4 2025, an estimated $105K.
  • Pathway Financial Advisers first reported a position in Walt Disney in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Walt Disney position peaked at $130K in Q1 2024.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.