PWA
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Principia Wealth Advisory’s Walt Disney DIS Stock Holding History

Principia Wealth Advisory’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 		$9.33K Buy
82
+3
+4% +$330 0.01% 206
2025
Q3 		$9.05K Buy
79
+3
+4% +$353 0.01% 212
2025
Q2 		$9.43K Buy
76
+25
+49% +$2.6K 0.01% 169
2025
Q1 		$4.66K Buy
51
+7
+16% +$752 ﹤0.01% 185
2024
Q4 		$4.9K Buy
+44
New +$4.62K ﹤0.01% 152

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's DIS Position: Q4 2025 in Review

Principia Wealth Advisory increased its Walt Disney (DIS) stake by 3.8% in Q4 2025, buying an estimated $330 and bringing the position to 82 shares worth $9.33K. The position accounts for 0.01% of the portfolio, ranked #206.

Principia Wealth Advisory first reported a position in DIS in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.43K in Q2 2025. 3,181 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Principia Wealth Advisory held 82 shares of Walt Disney worth $9.33K as of Q4 2025.
  • Principia Wealth Advisory bought 3 Walt Disney shares in Q4 2025, an estimated $330.
  • Walt Disney made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #206 holding.
  • Principia Wealth Advisory first reported a position in Walt Disney in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Walt Disney position peaked at $9.43K in Q2 2025.
  • 3,181 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.