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Pineridge Advisors’s Walt Disney DIS Stock Holding History

Pineridge Advisors’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
Q3 		$76.4K Sell
668
-47
-7% -$5.54K 0.02% 89
2025
Q2 		$88.6K Hold
715
– – 0.03% 82
2025
Q1 		$70.5K Sell
715
-473
-40% -$50.8K 0.03% 91
2024
Q4 		$132K Sell
1,188
-100
-8% -$10.5K 0.05% 77
2024
Q3 		$124K Buy
1,288
+6
+0.5% +$552 0.05% 86
2024
Q2 		$127K Buy
1,282
+8
+0.6% +$861 0.04% 83
2024
Q1 		$156K Sell
1,274
-115
-8% -$12K 0.05% 69
2023
Q4 		$125K Buy
+1,389
New +$122K 0.04% 95

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Pineridge Advisors's DIS Position: Q3 2025 in Review

Pineridge Advisors reduced its Walt Disney (DIS) stake by 6.6% in Q3 2025, selling an estimated $5.54K and leaving 668 shares worth $76.4K. The position accounts for 0.02% of the portfolio, ranked #89.

Pineridge Advisors first reported a position in DIS in Q4 2023 and has held it in 8 quarters since. The position peaked at $156K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Pineridge Advisors held 668 shares of Walt Disney worth $76.4K as of Q3 2025.
  • Pineridge Advisors sold 47 Walt Disney shares in Q3 2025, an estimated $5.54K.
  • Walt Disney made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #89 holding.
  • Pineridge Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Walt Disney position peaked at $156K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.