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Register Financial Advisors’s Walt Disney DIS Stock Holding History

Register 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
Q3 		– Sell
-1,638
Closed -$203K – 344
2025
Q2 		$203K Sell
1,638
-1,850
-53% -$192K 0.09% 186
2025
Q1 		$344K Sell
3,488
-564
-14% -$60.6K 0.18% 127
2024
Q4 		$451K Sell
4,052
-175
-4% -$18.4K 0.23% 103
2024
Q3 		$407K Sell
4,227
-119
-3% -$10.9K 0.21% 111
2024
Q2 		$432K Sell
4,346
-250
-5% -$26.9K 0.22% 106
2024
Q1 		$562K Buy
4,596
+870
+23% +$90.9K 0.29% 86
2023
Q4 		$336K Buy
3,726
+8
+0.2% +$705 0.23% 104
2023
Q3 		$301K Sell
3,718
-536
-13% -$45.8K 0.22% 99
2023
Q2 		$380K Sell
4,254
-270
-6% -$25.6K 0.27% 88
2023
Q1 		$453K Buy
4,524
+516
+13% +$52K 0.36% 75
2022
Q4 		$348K Buy
+4,008
New +$383K 0.22% 106

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

Register Financial Advisors's DIS Position: Q3 2025 in Review

Register Financial Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,638 shares — an estimated $203K sold.

Register Financial Advisors first reported a position in DIS in Q4 2022 and held it in 11 quarters. The position peaked at $562K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Register Financial Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Register Financial Advisors sold 1,638 Walt Disney shares in Q3 2025, an estimated $203K.
  • Register Financial Advisors first reported a position in Walt Disney in Q4 2022 and held it in 11 quarters.
  • Register Financial Advisors's Walt Disney position peaked at $562K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Register Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.