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SilverOak Wealth Management’s Walt Disney DIS Stock Holding History

SilverOak 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
-2,243
Closed -$278K – 117
2025
Q2 		$278K Buy
+2,243
New +$233K 0.05% 96
2025
Q1 		– Sell
-1,961
Closed -$218K – 99
2024
Q4 		$218K Buy
+1,961
New +$206K 0.05% 90
2024
Q2 		– Sell
-1,856
Closed -$227K – 97
2024
Q1 		$227K Buy
+1,856
New +$194K 0.06% 91

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

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

SilverOak Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 2,243 shares — an estimated $278K sold.

SilverOak Wealth Management first reported a position in DIS in Q1 2024 and held it in 3 quarters. The position peaked at $278K in Q2 2025. 3,080 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • SilverOak Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • SilverOak Wealth Management sold 2,243 Walt Disney shares in Q3 2025, an estimated $278K.
  • SilverOak Wealth Management first reported a position in Walt Disney in Q1 2024 and held it in 3 quarters.
  • SilverOak Wealth Management's Walt Disney position peaked at $278K in Q2 2025.
  • 3,080 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on SilverOak Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.