Prosperity Wealth Management’s Walt Disney DIS Stock Holding History

Prosperity Wealth Management’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	$215K	Sell	1,888 -116	-6%	-$12.8K	0.07%	232
2025 Q3	$230K	Sell	2,004 -103	-5%	-$12.1K	0.08%	218
2025 Q2	$261K	Buy	+2,107	New	+$219K	0.1%	194
2025 Q1	–	Sell	-3,890	Closed	-$433K	–	225
2024 Q4	$433K	Sell	3,890 -772	-17%	-$81.1K	0.18%	112
2024 Q3	$448K	Buy	4,662 +380	+9%	+$35K	0.18%	94
2024 Q2	$425K	Sell	4,282 -7	-0.2%	-$754	0.21%	97
2024 Q1	$525K	Buy	4,289 +395	+10%	+$41.3K	0.25%	70
2023 Q4	$352K	Sell	3,894 -632	-14%	-$55.7K	0.23%	74
2023 Q3	$367K	Buy	4,526 +134	+3%	+$11.4K	0.24%	77
2023 Q2	$392K	Sell	4,392 -127	-3%	-$12K	0.25%	58
2023 Q1	$452K	Sell	4,519 -256	-5%	-$25.8K	0.36%	55
2022 Q4	$415K	Buy	+4,775	New	+$457K	0.39%	58

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Prosperity Wealth Management's DIS Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Walt Disney (DIS) stake by 5.8% in Q4 2025, selling an estimated $12.8K and leaving 1,888 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #232.

Prosperity Wealth Management first reported a position in DIS in Q4 2022 and has held it in 12 quarters since. The position peaked at $525K in Q1 2024. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Prosperity Wealth Management held 1,888 shares of Walt Disney worth $215K as of Q4 2025.
Prosperity Wealth Management sold 116 Walt Disney shares in Q4 2025, an estimated $12.8K.
Walt Disney made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #232 holding.
Prosperity Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 12 quarters since.
Prosperity Wealth Management's Walt Disney position peaked at $525K in Q1 2024.
3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.