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Schechter Investment Advisors’s Walt Disney DIS Stock Holding History

Schechter 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 		$1.67M Sell
16,966
-1,591
-9% -$171K 0.14% 143
2024
Q4 		$2.07M Buy
18,557
+4,258
+30% +$447K 0.16% 123
2024
Q3 		$1.38M Sell
14,299
-1,782
-11% -$164K 0.1% 188
2024
Q2 		$1.6M Buy
16,081
+698
+5% +$75.1K 0.12% 160
2024
Q1 		$1.88M Buy
15,383
+1,525
+11% +$159K 0.14% 133
2023
Q4 		$1.25M Buy
13,858
+4,635
+50% +$409K 0.11% 185
2023
Q3 		$748K Sell
9,223
-1,444
-14% -$123K 0.07% 271
2023
Q2 		$952K Buy
10,667
+265
+3% +$25.1K 0.09% 251
2023
Q1 		$1.04M Buy
10,402
+1,187
+13% +$120K 0.1% 243
2022
Q4 		$801K Sell
9,215
-10,139
-52% -$970K 0.07% 363
2022
Q3 		$1.82M Buy
19,354
+5,345
+38% +$572K 0.18% 110
2022
Q2 		$1.32M Sell
14,009
-4,205
-23% -$467K 0.13% 199
2022
Q1 		$2.5M Buy
18,214
+2,147
+13% +$310K 0.23% 72
2021
Q4 		$2.49M Buy
+16,067
New +$2.59M 0.22% 80

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

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

Schechter Investment Advisors reduced its Walt Disney (DIS) stake by 8.6% in Q1 2025, selling an estimated $171K and leaving 16,966 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #143.

Schechter Investment Advisors first reported a position in DIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.5M in Q1 2022. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Schechter Investment Advisors held 16,966 shares of Walt Disney worth $1.67M as of Q1 2025.
  • Schechter Investment Advisors sold 1,591 Walt Disney shares in Q1 2025, an estimated $171K.
  • Walt Disney made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #143 holding.
  • Schechter Investment Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Walt Disney position peaked at $2.5M in Q1 2022.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

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