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Permanens Capital’s Walt Disney DIS Stock Holding History

Permanens Capital’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 		– Sell
-45,149
Closed -$4.46M – 71
2025
Q1 		$4.46M Buy
45,149
+9,046
+25% +$972K 0.81% 14
2024
Q4 		$4.04M Hold
36,103
– – 0.77% 17
2024
Q3 		$3.47M Sell
36,103
-15,280
-30% -$1.41M 0.71% 19
2024
Q2 		$5.1M Buy
51,383
+6,540
+15% +$704K 0.52% 19
2024
Q1 		$5.49M Buy
44,843
+658
+1% +$68.7K 0.67% 10
2023
Q4 		$4M Buy
44,185
+10,455
+31% +$922K 0.78% 19
2023
Q3 		$2.73M Buy
33,730
+1,600
+5% +$137K 0.47% 22
2023
Q2 		$2.87M Buy
+32,130
New +$3.04M 0.66% 20
2022
Q4 		– Sell
-28,457
Closed -$2.68M – 34
2022
Q3 		$2.68M Sell
28,457
-10,840
-28% -$1.16M 0.61% 22
2022
Q2 		$3.71M Hold
39,297
– – 0.75% 23
2022
Q1 		$5.39M Sell
39,297
-7,669
-16% -$1.11M 0.84% 27
2021
Q4 		$7.28M Hold
46,966
– – 1.15% 24
2021
Q3 		$7.95M Buy
46,966
+3,106
+7% +$554K 1.44% 16
2021
Q2 		$7.71M Buy
43,860
+6,054
+16% +$1.09M 1.39% 22
2021
Q1 		$6.98M Buy
37,806
+3,163
+9% +$583K 1.43% 11
2020
Q4 		$6.28M Buy
34,643
+31,877
+1,152% +$4.58M 1.32% 9
2020
Q3 		$344K Buy
2,766
+940
+51% +$117K 0.12% 29
2020
Q2 		$203K Sell
1,826
-674
-27% -$74.4K 0.08% 23
2020
Q1 		$241K Buy
+2,500
New +$316K 0.08% 25

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

Permanens Capital's DIS Position: Q2 2025 in Review

Permanens Capital sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 45,149 shares — an estimated $4.46M sold.

Permanens Capital first reported a position in DIS in Q1 2020 and held it in 19 quarters. The position peaked at $7.95M in Q3 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Permanens Capital reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Permanens Capital sold 45,149 Walt Disney shares in Q2 2025, an estimated $4.46M.
  • Permanens Capital first reported a position in Walt Disney in Q1 2020 and held it in 19 quarters.
  • Permanens Capital's Walt Disney position peaked at $7.95M in Q3 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Permanens Capital's 13F filing for Q2 2025, filed 14 Aug 2025.