PWM
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Pursuit Wealth Management’s Walt Disney DIS Stock Holding History

Pursuit 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 		$218K Buy
+1,915
New +$211K 0.19% 115

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

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

Pursuit Wealth Management opened a new position in Walt Disney (DIS) in Q4 2025: 1,915 shares worth $218K. The stake represents 0.19% of the portfolio and ranks #115 among its holdings.

3,173 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Pursuit Wealth Management held 1,915 shares of Walt Disney worth $218K as of Q4 2025.
  • Walt Disney was a new Pursuit Wealth Management position in Q4 2025.
  • Walt Disney made up 0.19% of Pursuit Wealth Management's portfolio in Q4 2025, its #115 holding.
  • 3,173 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.