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Sheaff Brock Investment Advisors’s Walt Disney DIS Stock Holding History

Sheaff Brock 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
2022
Q1 		– Sell
-2,500
Closed -$387K – 545
2021
Q4 		$387K Buy
+2,500
New +$404K 0.03% 325
2020
Q2 		– Sell
-2,500
Closed -$242K – 466
2020
Q1 		$242K Buy
+2,500
New +$316K 0.03% 303

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

Sheaff Brock Investment Advisors's DIS Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Walt Disney (DIS) stake by 0.95% in Q1 2025, selling an estimated $26.3K and leaving 25,462 shares worth $2.51M. The position accounts for 0.23% of the portfolio, ranked #84.

Sheaff Brock Investment Advisors first reported a position in DIS in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.7M in Q4 2020. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Sheaff Brock Investment Advisors held 25,462 shares of Walt Disney worth $2.51M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 245 Walt Disney shares in Q1 2025, an estimated $26.3K.
  • Walt Disney made up 0.23% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #84 holding.
  • Sheaff Brock Investment Advisors first reported a position in Walt Disney in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Walt Disney position peaked at $14.7M in Q4 2020.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.