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Quattro Financial Advisors’s Walt Disney DIS Stock Holding History

Quattro Financial Advisors’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
Q2 		– Sell
-20,330
Closed -$2.01M – 85
2025
Q1 		$2.01M Sell
20,330
-15,000
-42% -$1.61M 0.69% 37
2024
Q4 		$3.86M Hold
35,330
– – 1% 23
2024
Q3 		$3.35M Buy
35,330
+5,000
+16% +$460K 0.95% 29
2024
Q2 		$3.01M Buy
30,330
+10,000
+49% +$1.08M 0.79% 30
2024
Q1 		$2.49M Buy
20,330
+20,240
+22,489% +$2.11M 0.71% 30
2023
Q4 		$1.84M Sell
90
-15,240
-99% -$1.34M 0.64% 34
2023
Q3 		$1.24M Buy
+15,330
New +$1.31M 0.54% 43
2022
Q1 		– Sell
-11,663
Closed -$1.81M – 89
2021
Q4 		$1.81M Sell
11,663
-296
-2% -$47.8K 0.64% 36
2021
Q3 		$2.04M Sell
11,959
-175
-1% -$31.2K 0.54% 39
2021
Q2 		$2.24M Sell
12,134
-847
-7% -$152K 0.6% 40
2021
Q1 		$2.42M Buy
12,981
+3,503
+37% +$646K 0.55% 44
2020
Q4 		$1.63M Sell
9,478
-17,020
-64% -$2.44M 0.43% 34
2020
Q3 		$3.35M Sell
26,498
-4,724
-15% -$590K 0.81% 29
2020
Q2 		$3.62M Buy
31,222
+9,061
+41% +$1M 0.95% 22
2020
Q1 		$1.48M Buy
22,161
+8,417
+61% +$1.06M 0.54% 28
2019
Q4 		$2M Sell
13,744
-1,061
-7% -$148K 0.64% 30
2019
Q3 		$1.91M Buy
+14,805
New +$2.05M 0.58% 28
2019
Q2 		– Sell
-14,374
Closed -$1.62M – 85
2019
Q1 		$1.62M Sell
14,374
-297
-2% -$33.2K 1.71% 10
2018
Q4 		$1.62M Buy
14,671
+756
+5% +$86K 0.56% 33
2018
Q3 		$1.6M Buy
13,915
+13,527
+3,486% +$1.51M 0.58% 35
2018
Q2 		$40.9K Buy
+388
New +$39.7K 0.02% 58

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Quattro Financial Advisors's DIS Position: Q2 2025 in Review

Quattro Financial Advisors sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 20,330 shares — an estimated $2.01M sold.

Quattro Financial Advisors first reported a position in DIS in Q2 2018 and held it in 21 quarters. The position peaked at $3.86M in Q4 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Quattro Financial Advisors reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Quattro Financial Advisors sold 20,330 Walt Disney shares in Q2 2025, an estimated $2.01M.
  • Quattro Financial Advisors first reported a position in Walt Disney in Q2 2018 and held it in 21 quarters.
  • Quattro Financial Advisors's Walt Disney position peaked at $3.86M in Q4 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Quattro Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.