Proactive Wealth Strategies’s Walt Disney DIS Stock Holding History

Proactive Wealth Strategies’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	–	Sell	-16,306	Closed	-$1.87M	–	153
2025 Q3	$1.87M	Buy	16,306 +693	+4%	+$81.6K	0.8%	43
2025 Q2	$1.94M	Sell	15,613 -1,496	-9%	-$155K	0.91%	39
2025 Q1	$1.69M	Sell	17,109 -978	-5%	-$105K	0.9%	38
2024 Q4	$2.01M	Sell	18,087 -913	-5%	-$95.9K	1.05%	33
2024 Q3	$1.83M	Buy	+19,000	New	+$1.75M	1.02%	32

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Proactive Wealth Strategies's DIS Position: Q4 2025 in Review

Proactive Wealth Strategies sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 16,306 shares — an estimated $1.87M sold.

Proactive Wealth Strategies first reported a position in DIS in Q3 2024 and held it in 5 quarters. The position peaked at $2.01M in Q4 2024. 3,175 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Proactive Wealth Strategies reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Proactive Wealth Strategies sold 16,306 Walt Disney shares in Q4 2025, an estimated $1.87M.
Proactive Wealth Strategies first reported a position in Walt Disney in Q3 2024 and held it in 5 quarters.
Proactive Wealth Strategies's Walt Disney position peaked at $2.01M in Q4 2024.
3,175 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Proactive Wealth Strategies's 13F filing for Q4 2025, filed 5 Feb 2026.