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PFG Private Wealth Management’s Walt Disney DIS Stock Holding History

PFG Private 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 		– Sell
-5,645
Closed -$557K – 109
2025
Q1 		$557K Buy
5,645
+5,276
+1,430% +$567K 0.3% 28
2024
Q4 		$41.1K Sell
369
-15
-4% -$1.58K 0.02% 97
2024
Q3 		$36.9K Sell
384
-120
-24% -$11K 0.02% 101
2024
Q2 		$50K Buy
504
+92
+22% +$9.9K 0.03% 93
2024
Q1 		$50.4K Buy
412
+100
+32% +$10.4K 0.03% 87
2023
Q4 		$28.2K Sell
312
-100
-24% -$8.82K 0.02% 95
2023
Q3 		$33.4K Sell
412
-73
-15% -$6.24K 0.02% 127
2023
Q2 		$43.3K Sell
485
-100
-17% -$9.47K 0.03% 154
2023
Q1 		$58.6K Sell
585
-74
-11% -$7.46K 0.04% 144
2022
Q4 		$57K Hold
659
– – 0.04% 134
2022
Q3 		$62K Buy
659
+100
+18% +$10.7K 0.04% 133
2022
Q2 		$53K Sell
559
-121
-18% -$13.4K 0.03% 148
2022
Q1 		$93K Sell
680
-2,052
-75% -$297K 0.05% 134
2021
Q4 		$423K Buy
2,732
+49
+2% +$7.91K 0.22% 38
2021
Q3 		$454K Buy
2,683
+169
+7% +$30.1K 0.27% 32
2021
Q2 		$442K Buy
2,514
+14
+0.6% +$2.52K 0.29% 32
2021
Q1 		$461K Sell
2,500
-1,341
-35% -$247K 0.32% 31
2020
Q4 		$696K Sell
3,841
-59
-2% -$8.47K 0.53% 28
2020
Q3 		$484K Buy
3,900
+52
+1% +$6.5K 0.42% 31
2020
Q2 		$429K Buy
3,848
+197
+5% +$21.7K 0.4% 32
2020
Q1 		$353K Sell
3,651
-542
-13% -$68.5K 0.38% 32
2019
Q4 		$606K Buy
+4,193
New +$585K 0.54% 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
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

PFG Private Wealth Management's DIS Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 5,645 shares — an estimated $557K sold.

PFG Private Wealth Management first reported a position in DIS in Q4 2019 and held it in 22 quarters. The position peaked at $696K in Q4 2020. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 5,645 Walt Disney shares in Q2 2025, an estimated $557K.
  • PFG Private Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 22 quarters.
  • PFG Private Wealth Management's Walt Disney position peaked at $696K in Q4 2020.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.