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Putney Financial Group’s Walt Disney DIS Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-2,839
Closed -$352K – 130
2025
Q2 		$352K Sell
2,839
-715
-20% -$74.3K 0.36% 45
2025
Q1 		$351K Sell
3,554
-278
-7% -$29.9K 0.37% 45
2024
Q4 		$427K Buy
+3,832
New +$403K 0.38% 39

Other funds holding DIS

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Putney Financial Group's DIS Position: Q3 2025 in Review

Putney Financial Group sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 2,839 shares — an estimated $352K sold.

Putney Financial Group first reported a position in DIS in Q4 2024 and held it in 3 quarters. The position peaked at $427K in Q4 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Putney Financial Group reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 2,839 Walt Disney shares in Q3 2025, an estimated $352K.
  • Putney Financial Group first reported a position in Walt Disney in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Walt Disney position peaked at $427K in Q4 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.