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Realta Investment Advisors’s Walt Disney DIS Stock Holding History

Realta Investment 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
Q1 		– Sell
-2,991
Closed -$332K – 329
2024
Q4 		$332K Sell
2,991
-757
-20% -$79.5K 0.14% 133
2024
Q3 		$356K Sell
3,748
-8,574
-70% -$789K 0.16% 129
2024
Q2 		$1.22M Sell
12,322
-1,084
-8% -$117K 0.24% 102
2024
Q1 		$1.64M Buy
13,406
+1,429
+12% +$149K 0.34% 65
2023
Q4 		$1.08M Sell
11,977
-7,942
-40% -$700K 0.24% 103
2023
Q3 		$1.78M Sell
19,919
-654
-3% -$55.9K 0.41% 48
2023
Q2 		$1.84M Sell
20,573
-857
-4% -$81.2K 0.4% 48
2023
Q1 		$2.15M Sell
21,430
-658
-3% -$66.3K 0.52% 36
2022
Q4 		$1.92M Sell
22,088
-173
-0.8% -$16.5K 0.47% 45
2022
Q3 		$2.1M Sell
22,261
-1,591
-7% -$170K 0.55% 31
2022
Q2 		$2.29M Sell
23,852
-3,669
-13% -$407K 0.56% 30
2022
Q1 		$3.77M Buy
27,521
+1,999
+8% +$289K 0.75% 19
2021
Q4 		$3.95M Sell
25,522
-1,850
-7% -$299K 0.87% 15
2021
Q3 		$4.63M Buy
27,372
+1,390
+5% +$248K 1.09% 15
2021
Q2 		$4.57M Sell
25,982
-170
-0.7% -$30.6K 1.08% 13
2021
Q1 		$4.83M Buy
26,152
+2,223
+9% +$410K 1.27% 8
2020
Q4 		$4.34M Sell
23,929
-4,628
-16% -$664K 1.23% 11
2020
Q3 		$3.54M Sell
28,557
-8,277
-22% -$1.03M 1.19% 11
2020
Q2 		$4.11M Buy
36,834
+9,717
+36% +$1.07M 1.35% 7
2020
Q1 		$2.62M Buy
27,117
+4,512
+20% +$570K 1.13% 12
2019
Q4 		$3.43M Buy
22,605
+1,132
+5% +$158K 0.94% 12
2019
Q3 		$2.81M Sell
21,473
-2,342
-10% -$324K 0.76% 20
2019
Q2 		$3.32M Buy
23,815
+6,029
+34% +$800K 0.92% 13
2019
Q1 		$1.98M Buy
+17,786
New +$1.99M 0.9% 7

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

Realta Investment Advisors's DIS Position: Q1 2025 in Review

Realta Investment Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,991 shares — an estimated $332K sold.

Realta Investment Advisors first reported a position in DIS in Q1 2019 and held it in 24 quarters. The position peaked at $4.83M in Q1 2021. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Realta Investment Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 2,991 Walt Disney shares in Q1 2025, an estimated $332K.
  • Realta Investment Advisors first reported a position in Walt Disney in Q1 2019 and held it in 24 quarters.
  • Realta Investment Advisors's Walt Disney position peaked at $4.83M in Q1 2021.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.