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Peninsula Wealth’s Walt Disney DIS Stock Holding History

Peninsula Wealth’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
2024
Q4 		$205K Buy
+1,844
New +$194K 0.04% 103
2024
Q2 		– Sell
-1,731
Closed -$212K – 98
2024
Q1 		$212K Buy
+1,731
New +$181K 0.04% 92
2020
Q1 		– Sell
-1,513
Closed -$219K – 39
2019
Q4 		$219K Sell
1,513
-399
-21% -$55.7K 0.1% 39
2019
Q3 		$249K Buy
+1,912
New +$264K 0.12% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peninsula Wealth's DIS Position: Q4 2024 in Review

Peninsula Wealth opened a new position in Walt Disney (DIS) in Q4 2024: 1,844 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #103 among its holdings. This is a return to the name: Peninsula Wealth previously reported a position in DIS as recently as Q1 2024.

Peninsula Wealth first reported a position in DIS in Q3 2019 and has held it in 4 quarters since. The position peaked at $249K in Q3 2019. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Peninsula Wealth held 1,844 shares of Walt Disney worth $205K as of Q4 2024.
  • Walt Disney was a new Peninsula Wealth position in Q4 2024.
  • Walt Disney made up 0.04% of Peninsula Wealth's portfolio in Q4 2024, its #103 holding.
  • Peninsula Wealth first reported a position in Walt Disney in Q3 2019 and has held it in 4 quarters since.
  • Peninsula Wealth's Walt Disney position peaked at $249K in Q3 2019.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.