PWM
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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
2024
Q2 		– Sell
-500
Closed -$61 – 182
2024
Q1 		$61 Buy
+500
New +$52.2K ﹤0.01% 154

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

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.