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Seed Wealth Management’s Walt Disney DIS Stock Holding History

Seed 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
Q3 		– Sell
-2,996
Closed -$372K – 123
2025
Q2 		$372K Sell
2,996
-155
-5% -$16.1K 0.28% 90
2025
Q1 		$311K Hold
3,151
– – 0.25% 100
2024
Q4 		$351K Sell
3,151
-300
-9% -$31.5K 0.28% 90
2024
Q3 		$332K Sell
3,451
-5
-0.1% -$460 0.27% 96
2024
Q2 		$343K Buy
3,456
+300
+10% +$32.3K 0.3% 88
2024
Q1 		$384K Sell
3,156
-30
-0.9% -$3.13K 0.37% 71
2023
Q4 		$289K Hold
3,186
– – 0.29% 89
2023
Q3 		$258K Hold
3,186
– – 0.29% 96
2023
Q2 		$284K Hold
3,186
– – 0.3% 87
2023
Q1 		$319K Buy
3,186
+130
+4% +$13.1K 0.36% 70
2022
Q4 		$266K Buy
+3,056
New +$292K 0.3% 81

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

Seed Wealth Management's DIS Position: Q3 2025 in Review

Seed Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 2,996 shares — an estimated $372K sold.

Seed Wealth Management first reported a position in DIS in Q4 2022 and held it in 11 quarters. The position peaked at $384K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Seed Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Seed Wealth Management sold 2,996 Walt Disney shares in Q3 2025, an estimated $372K.
  • Seed Wealth Management first reported a position in Walt Disney in Q4 2022 and held it in 11 quarters.
  • Seed Wealth Management's Walt Disney position peaked at $384K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Seed Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.