SO
DIS icon

Sierra Ocean’s Walt Disney DIS Stock Holding History

Sierra Ocean’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
Q4 		– Sell
-2,570
Closed -$294K – 64
2025
Q3 		$294K Sell
2,570
-507
-16% -$59.7K 0.25% 48
2025
Q2 		$382K Sell
3,077
-501
-14% -$52.1K 0.28% 37
2025
Q1 		$353K Buy
3,578
+147
+4% +$15.8K 0.28% 35
2024
Q4 		$382K Buy
+3,431
New +$360K 0.31% 36

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sierra Ocean's DIS Position: Q4 2025 in Review

Sierra Ocean sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,570 shares — an estimated $294K sold.

Sierra Ocean first reported a position in DIS in Q4 2024 and held it in 4 quarters. The position peaked at $382K in Q4 2024. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Sierra Ocean reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Sierra Ocean sold 2,570 Walt Disney shares in Q4 2025, an estimated $294K.
  • Sierra Ocean first reported a position in Walt Disney in Q4 2024 and held it in 4 quarters.
  • Sierra Ocean's Walt Disney position peaked at $382K in Q4 2024.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Sierra Ocean's 13F filing for Q4 2025, filed 6 Feb 2026.