QPW
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Quantum Private Wealth’s Walt Disney DIS Stock Holding History

Quantum Private Wealth’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
Q1 		– Sell
-2,467
Closed -$275K – 169
2024
Q4 		$275K Sell
2,467
-1,081
-30% -$114K 0.09% 149
2024
Q3 		$341K Sell
3,548
-552
-13% -$50.8K 0.12% 146
2024
Q2 		$407K Sell
4,100
-667
-14% -$71.8K 0.14% 116
2024
Q1 		$583K Hold
4,767
– – 0.22% 89
2023
Q4 		$430K Sell
4,767
-114
-2% -$10.1K 0.18% 115
2023
Q3 		$396K Sell
4,881
-6,312
-56% -$539K 0.19% 112
2023
Q2 		$999K Sell
11,193
-4,654
-29% -$441K 0.46% 50
2023
Q1 		$1.59M Sell
15,847
-308
-2% -$31.1K 0.86% 23
2022
Q4 		$1.4M Sell
16,155
-1,083
-6% -$104K 0.89% 20
2022
Q3 		$1.63M Buy
17,238
+137
+0.8% +$14.7K 1.02% 14
2022
Q2 		$1.61M Sell
17,101
-3,232
-16% -$359K 0.95% 19
2022
Q1 		$2.79M Buy
20,333
+850
+4% +$123K 1.2% 14
2021
Q4 		$3.02M Buy
+19,483
New +$3.15M 1.14% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Quantum Private Wealth's DIS Position: Q1 2025 in Review

Quantum Private Wealth sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,467 shares — an estimated $275K sold.

Quantum Private Wealth first reported a position in DIS in Q4 2021 and held it in 13 quarters. The position peaked at $3.02M in Q4 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Quantum Private Wealth reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Quantum Private Wealth sold 2,467 Walt Disney shares in Q1 2025, an estimated $275K.
  • Quantum Private Wealth first reported a position in Walt Disney in Q4 2021 and held it in 13 quarters.
  • Quantum Private Wealth's Walt Disney position peaked at $3.02M in Q4 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Quantum Private Wealth's 13F filing for Q1 2025, filed 13 May 2025.