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Rockline Wealth Management’s Walt Disney DIS Stock Holding History

Rockline Wealth Management’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
-2,041
Closed -$201K – 101
2025
Q1 		$201K Hold
2,041
– – 0.06% 94
2024
Q4 		$227K Sell
2,041
-300
-13% -$31.5K 0.06% 93
2024
Q3 		$225K Sell
2,341
-373
-14% -$34.3K 0.06% 93
2024
Q2 		$269K Buy
2,714
+204
+8% +$22K 0.08% 84
2024
Q1 		$307K Sell
2,510
-189
-7% -$19.7K 0.11% 79
2023
Q4 		$244K Buy
+2,699
New +$238K 0.1% 82

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

Rockline Wealth Management's DIS Position: Q2 2025 in Review

Rockline Wealth Management sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,041 shares — an estimated $201K sold.

Rockline Wealth Management first reported a position in DIS in Q4 2023 and held it in 6 quarters. The position peaked at $307K in Q1 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Rockline Wealth Management reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 2,041 Walt Disney shares in Q2 2025, an estimated $201K.
  • Rockline Wealth Management first reported a position in Walt Disney in Q4 2023 and held it in 6 quarters.
  • Rockline Wealth Management's Walt Disney position peaked at $307K in Q1 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Rockline Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.