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Private Portfolio Partners’s Walt Disney DIS Stock Holding History

Private Portfolio Partners’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 		$312K Sell
2,806
-534
-16% -$56.1K 0.06% 231
2024
Q3 		$321K Buy
+3,340
New +$307K 0.06% 216
2024
Q2 		– Sell
-3,611
Closed -$442K – 122
2024
Q1 		$442K Buy
3,611
+185
+5% +$19.3K 0.09% 169
2023
Q4 		$309K Sell
3,426
-555
-14% -$48.9K 0.07% 202
2023
Q3 		$323K Buy
3,981
+450
+13% +$38.4K 0.08% 185
2023
Q2 		$315K Hold
3,531
– – 0.08% 190
2023
Q1 		$354K Sell
3,531
-32
-0.9% -$3.23K 0.1% 164
2022
Q4 		$310K Sell
3,563
-745
-17% -$71.3K 0.08% 194
2022
Q3 		$406K Sell
4,308
-3,661
-46% -$392K 0.12% 151
2022
Q2 		$752K Sell
7,969
-411
-5% -$45.6K 0.21% 95
2022
Q1 		$1.15M Buy
8,380
+1,175
+16% +$170K 0.28% 76
2021
Q4 		$1.12M Sell
7,205
-54
-0.7% -$8.72K 0.29% 77
2021
Q3 		$1.23M Buy
7,259
+215
+3% +$38.3K 0.35% 64
2021
Q2 		$1.24M Buy
7,044
+368
+6% +$66.2K 0.36% 63
2021
Q1 		$1.23M Buy
6,676
+350
+6% +$64.5K 0.4% 59
2020
Q4 		$1.15M Sell
6,326
-19
-0.3% -$2.73K 0.41% 58
2020
Q3 		$787K Buy
6,345
+942
+17% +$118K 0.32% 75
2020
Q2 		$603K Sell
5,403
-1,795
-25% -$198K 0.28% 82
2020
Q1 		$695K Buy
7,198
+3,736
+108% +$472K 0.37% 75
2019
Q4 		$501K Sell
3,462
-192
-5% -$26.8K 0.22% 106
2019
Q3 		$476K Sell
3,654
-187
-5% -$25.9K 0.22% 106
2019
Q2 		$537K Buy
3,841
+479
+14% +$63.5K 0.23% 117
2019
Q1 		$373K Buy
3,362
+436
+15% +$48.7K 0.2% 122
2018
Q4 		$321K Buy
+2,926
New +$333K 0.2% 119

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

Private Portfolio Partners's DIS Position: Q4 2024 in Review

Private Portfolio Partners reduced its Walt Disney (DIS) stake by 16% in Q4 2024, selling an estimated $56.1K and leaving 2,806 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #231.

Private Portfolio Partners first reported a position in DIS in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.24M in Q2 2021. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Private Portfolio Partners held 2,806 shares of Walt Disney worth $312K as of Q4 2024.
  • Private Portfolio Partners sold 534 Walt Disney shares in Q4 2024, an estimated $56.1K.
  • Walt Disney made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #231 holding.
  • Private Portfolio Partners first reported a position in Walt Disney in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's Walt Disney position peaked at $1.24M in Q2 2021.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.