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Prospect Financial Services’s Walt Disney DIS Stock Holding History

Prospect Financial Services’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
-4,268
Closed -$489K – 107
2025
Q3 		$489K Sell
4,268
-110
-3% -$13K 0.28% 63
2025
Q2 		$543K Sell
4,378
-1,948
-31% -$202K 0.34% 53
2025
Q1 		$624K Sell
6,326
-991
-14% -$107K 0.35% 52
2024
Q4 		$815K Buy
7,317
+389
+6% +$40.9K 0.44% 42
2024
Q3 		$666K Buy
6,928
+754
+12% +$69.4K 0.41% 44
2024
Q2 		$613K Buy
6,174
+290
+5% +$31.2K 0.47% 42
2024
Q1 		$720K Sell
5,884
-806
-12% -$84.2K 0.59% 37
2023
Q4 		$604K Buy
+6,690
New +$590K 0.61% 31

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prospect Financial Services's DIS Position: Q4 2025 in Review

Prospect Financial Services sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 4,268 shares — an estimated $489K sold.

Prospect Financial Services first reported a position in DIS in Q4 2023 and held it in 8 quarters. The position peaked at $815K in Q4 2024. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Prospect Financial Services reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Prospect Financial Services sold 4,268 Walt Disney shares in Q4 2025, an estimated $489K.
  • Prospect Financial Services first reported a position in Walt Disney in Q4 2023 and held it in 8 quarters.
  • Prospect Financial Services's Walt Disney position peaked at $815K in Q4 2024.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Prospect Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.