Sanctuary Wealth Management’s Walt Disney DIS Stock Holding History

Sanctuary 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
2024 Q4	$22.9K	Hold	206	–	–	0.02%	130
2024 Q3	$19.8K	Hold	206	–	–	0.01%	150
2024 Q2	$20.5K	Sell	206 -2,251	-92%	-$242K	0.02%	133
2024 Q1	$301K	Hold	2,457	–	–	0.24%	34
2023 Q4	$222K	Hold	2,457	–	–	0.21%	33
2023 Q3	$199K	Buy	2,457 +31	+1%	+$2.65K	0.22%	34
2023 Q2	$217K	Buy	+2,426	New	+$230K	0.23%	34
2022 Q4	$214K	Sell	2,462 -686	-22%	-$65.6K	0.25%	29
2022 Q3	$297K	Hold	3,148	–	–	0.39%	23
2022 Q2	$297K	Hold	3,148	–	–	0.36%	23
2022 Q1	$432K	Buy	+3,148	New	+$455K	0.48%	21
2021 Q2	–	Sell	-1,217	Closed	-$225K	–	39
2021 Q1	$225K	Sell	1,217 -120	-9%	-$22.1K	0.29%	29
2020 Q4	$242K	Buy	+1,337	New	+$192K	0.29%	30
2020 Q3	–	Sell	-1,821	Closed	-$203K	–	35
2020 Q2	$203K	Buy	+1,821	New	+$201K	0.21%	29

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Sanctuary Wealth Management's DIS Position: Q4 2024 in Review

Sanctuary Wealth Management held its Walt Disney (DIS) position steady in Q4 2024 at 206 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #130.

Sanctuary Wealth Management first reported a position in DIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $432K in Q1 2022. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

Sanctuary Wealth Management held 206 shares of Walt Disney worth $22.9K as of Q4 2024.
Sanctuary Wealth Management left its Walt Disney share count unchanged in Q4 2024.
Walt Disney made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #130 holding.
Sanctuary Wealth Management first reported a position in Walt Disney in Q2 2020 and has held it in 14 quarters since.
Sanctuary Wealth Management's Walt Disney position peaked at $432K in Q1 2022.
3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.