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Sonora Investment Management Group’s Walt Disney DIS Stock Holding History

Sonora Investment Management Group’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 		$10.4M Buy
91,112
+645
+0.7% +$76K 0.74% 45
2025
Q2 		$11.2M Buy
90,467
+356
+0.4% +$37K 0.83% 41
2025
Q1 		$8.89M Buy
90,111
+4,420
+5% +$475K 0.7% 49
2024
Q4 		$9.54M Buy
85,691
+1,852
+2% +$195K 0.73% 47
2024
Q3 		$8.06M Buy
83,839
+7,833
+10% +$721K 0.6% 59
2024
Q2 		$9.3M Hold
76,006
– – 0.73% 53
2024
Q1 		$9.3M Buy
76,006
+6,509
+9% +$680K 0.73% 53
2023
Q4 		$6.27M Buy
69,497
+2,766
+4% +$244K 0.51% 69
2023
Q3 		$5.41M Buy
66,731
+2,375
+4% +$203K 0.46% 77
2023
Q2 		$5.75M Buy
64,356
+5,226
+9% +$495K 0.48% 73
2023
Q1 		$5.92M Buy
59,130
+1,013
+2% +$102K 0.52% 74
2022
Q4 		$5.05M Buy
58,117
+6,370
+12% +$609K 0.46% 78
2022
Q3 		$4.88M Hold
51,747
– – 0.63% 60
2022
Q2 		$4.88M Sell
51,747
-1,095
-2% -$122K 0.46% 79
2022
Q1 		$7.25M Buy
52,842
+5,451
+12% +$788K 0.82% 47
2021
Q4 		$7.34M Buy
+47,391
New +$7.65M 0.85% 46

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sonora Investment Management Group's DIS Position: Q3 2025 in Review

Sonora Investment Management Group increased its Walt Disney (DIS) stake by 0.71% in Q3 2025, buying an estimated $76K and bringing the position to 91,112 shares worth $10.4M. The position accounts for 0.74% of the portfolio, ranked #45.

Sonora Investment Management Group first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.2M in Q2 2025. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Sonora Investment Management Group held 91,112 shares of Walt Disney worth $10.4M as of Q3 2025.
  • Sonora Investment Management Group bought 645 Walt Disney shares in Q3 2025, an estimated $76K.
  • Walt Disney made up 0.74% of Sonora Investment Management Group's portfolio in Q3 2025, its #45 holding.
  • Sonora Investment Management Group first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Walt Disney position peaked at $11.2M in Q2 2025.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.