SFA
DIS icon

Seneca Financial Advisors’s Walt Disney DIS Stock Holding History

Seneca Financial 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
2024
Q3 		– Sell
-3,691
Closed -$367K – 56
2024
Q2 		$367K Buy
3,691
+50
+1% +$5.38K 0.19% 44
2024
Q1 		$446K Buy
3,641
+167
+5% +$17.4K 0.24% 41
2023
Q4 		$314K Sell
3,474
-2,450
-41% -$216K 0.18% 44
2023
Q3 		$480K Buy
5,924
+2,685
+83% +$229K 0.33% 34
2023
Q2 		$289K Buy
3,239
+54
+2% +$5.12K 0.19% 41
2023
Q1 		$319K Buy
+3,185
New +$321K 0.2% 43

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Seneca Financial Advisors's DIS Position: Q3 2024 in Review

Seneca Financial Advisors sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 3,691 shares — an estimated $367K sold.

Seneca Financial Advisors first reported a position in DIS in Q1 2023 and held it in 6 quarters. The position peaked at $480K in Q3 2023. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Seneca Financial Advisors reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • Seneca Financial Advisors sold 3,691 Walt Disney shares in Q3 2024, an estimated $367K.
  • Seneca Financial Advisors first reported a position in Walt Disney in Q1 2023 and held it in 6 quarters.
  • Seneca Financial Advisors's Walt Disney position peaked at $480K in Q3 2023.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Seneca Financial Advisors's 13F filing for Q3 2024, filed 27 Aug 2025.