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Shakespeare Wealth Management’s Walt Disney DIS Stock Holding History

Shakespeare 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
-1,720
Closed -$213K – 103
2025
Q2 		$213K Buy
+1,720
New +$179K 0.06% 90
2024
Q2 		– Sell
-1,648
Closed -$202K – 91
2024
Q1 		$202K Buy
+1,648
New +$172K 0.06% 87
2022
Q2 		– Sell
-1,533
Closed -$212K – 72
2022
Q1 		$212K Buy
1,533
+32
+2% +$4.63K 0.08% 73
2021
Q4 		$232K Sell
1,501
-34
-2% -$5.49K 0.08% 67
2021
Q3 		$270K Buy
1,535
+34
+2% +$6.06K 0.1% 62
2021
Q2 		$266K Hold
1,501
– – 0.1% 61
2021
Q1 		$277K Hold
1,501
– – 0.11% 63
2020
Q4 		$272K Buy
+1,501
New +$215K 0.12% 62
2020
Q1 		– Sell
-1,618
Closed -$234K – 57
2019
Q4 		$234K Hold
1,618
– – 0.13% 67
2019
Q3 		$211K Buy
1,618
+117
+8% +$16.2K 0.12% 70
2019
Q2 		$210K Buy
+1,501
New +$199K 0.14% 67

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Shakespeare Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,720 shares — an estimated $213K sold.

Shakespeare Wealth Management first reported a position in DIS in Q2 2019 and held it in 11 quarters. The position peaked at $277K in Q1 2021. 3,080 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Shakespeare Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Shakespeare Wealth Management sold 1,720 Walt Disney shares in Q3 2025, an estimated $213K.
  • Shakespeare Wealth Management first reported a position in Walt Disney in Q2 2019 and held it in 11 quarters.
  • Shakespeare Wealth Management's Walt Disney position peaked at $277K in Q1 2021.
  • 3,080 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Shakespeare Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.