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Sage Private Wealth Group’s Walt Disney DIS Stock Holding History

Sage Private Wealth Group’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
-2,924
Closed -$289K – 91
2025
Q1 		$289K Buy
2,924
+2
+0.1% +$215 0.22% 72
2024
Q4 		$325K Sell
2,922
-852
-23% -$89.5K 0.24% 60
2024
Q3 		$363K Buy
3,774
+274
+8% +$25.2K 0.29% 57
2024
Q2 		$348K Sell
3,500
-107
-3% -$11.5K 0.29% 55
2024
Q1 		$441K Buy
3,607
+445
+14% +$46.5K 0.35% 39
2023
Q4 		$286K Hold
3,162
– – 0.25% 49
2023
Q3 		$256K Buy
3,162
+124
+4% +$10.6K 0.35% 39
2023
Q2 		$271K Sell
3,038
-72
-2% -$6.82K 0.37% 38
2023
Q1 		$312K Buy
3,110
+128
+4% +$12.9K 0.36% 33
2022
Q4 		$259K Sell
2,982
-215
-7% -$20.6K 0.31% 39
2022
Q3 		$302K Buy
3,197
+17
+0.5% +$1.82K 0.4% 30
2022
Q2 		$300K Sell
3,180
-130
-4% -$14.4K 0.43% 32
2022
Q1 		$454K Buy
3,310
+37
+1% +$5.35K 0.44% 20
2021
Q4 		$507K Buy
3,273
+192
+6% +$31K 0.63% 16
2021
Q3 		$521K Sell
3,081
-37
-1% -$6.59K 0.72% 12
2021
Q2 		$548K Hold
3,118
– – 0.74% 11
2021
Q1 		$575K Sell
3,118
-766
-20% -$141K 0.99% 6
2020
Q4 		$704K Buy
+3,884
New +$557K 1.96% 4

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

Sage Private Wealth Group's DIS Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,924 shares — an estimated $289K sold.

Sage Private Wealth Group first reported a position in DIS in Q4 2020 and held it in 18 quarters. The position peaked at $704K in Q4 2020. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Sage Private Wealth Group reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 2,924 Walt Disney shares in Q2 2025, an estimated $289K.
  • Sage Private Wealth Group first reported a position in Walt Disney in Q4 2020 and held it in 18 quarters.
  • Sage Private Wealth Group's Walt Disney position peaked at $704K in Q4 2020.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.