R Squared’s Walt Disney DIS Stock Holding History

R Squared’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	-5,039	Closed	-$625K	–	592
2025 Q2	$625K	Sell	5,039 -11,031	-69%	-$1.15M	0.34%	76
2025 Q1	$1.59M	Buy	16,070 +15,950	+13,292%	+$1.71M	1.7%	2
2024 Q4	$13.4K	Buy	+120	New	+$12.6K	0.01%	1053

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

R Squared's DIS Position: Q3 2025 in Review

R Squared sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 5,039 shares — an estimated $625K sold.

R Squared first reported a position in DIS in Q4 2024 and held it in 3 quarters. The position peaked at $1.59M in Q1 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

R Squared reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
R Squared sold 5,039 Walt Disney shares in Q3 2025, an estimated $625K.
R Squared first reported a position in Walt Disney in Q4 2024 and held it in 3 quarters.
R Squared's Walt Disney position peaked at $1.59M in Q1 2025.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.