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SPC Financial Inc’s Walt Disney DIS Stock Holding History

SPC Financial Inc’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 		$330K Buy
2,881
+190
+7% +$22.4K 0.03% 211
2025
Q2 		$334K Buy
2,691
+102
+4% +$10.6K 0.03% 202
2025
Q1 		$256K Hold
2,589
– – 0.02% 228
2024
Q4 		$288K Buy
2,589
+208
+9% +$21.9K 0.03% 215
2024
Q3 		$229K Sell
2,381
-78
-3% -$7.18K 0.02% 236
2024
Q2 		$244K Hold
2,459
– – 0.02% 221
2024
Q1 		$301K Buy
2,459
+15
+0.6% +$1.57K 0.03% 196
2023
Q4 		$221K Sell
2,444
-71
-3% -$6.26K 0.02% 214
2023
Q3 		$204K Buy
2,515
+131
+5% +$11.2K 0.02% 203
2023
Q2 		$213K Sell
2,384
-815
-25% -$77.2K 0.02% 209
2023
Q1 		$320K Buy
+3,199
New +$323K 0.04% 165
2022
Q4 		– Sell
-2,913
Closed -$275K – 199
2022
Q3 		$275K Sell
2,913
-50
-2% -$5.35K 0.03% 159
2022
Q2 		$280K Sell
2,963
-60
-2% -$6.66K 0.03% 167
2022
Q1 		$415K Sell
3,023
-1,050
-26% -$152K 0.05% 139
2021
Q4 		$631K Buy
4,073
+650
+19% +$105K 0.07% 105
2021
Q3 		$579K Sell
3,423
-10
-0.3% -$1.78K 0.07% 101
2021
Q2 		$603K Sell
3,433
-72
-2% -$12.9K 0.07% 96
2021
Q1 		$647K Buy
3,505
+44
+1% +$8.11K 0.09% 87
2020
Q4 		$627K Hold
3,461
– – 0.09% 93
2020
Q3 		$429K Hold
3,461
– – 0.07% 101
2020
Q2 		$386K Sell
3,461
-281
-8% -$31K 0.08% 96
2020
Q1 		$361K Buy
3,742
+328
+10% +$41.5K 0.09% 98
2019
Q4 		$494K Sell
3,414
-4,711
-58% -$658K 0.09% 90
2019
Q3 		$1.06M Buy
8,125
+4,947
+156% +$684K 0.22% 61
2019
Q2 		$444K Buy
+3,178
New +$421K 0.09% 95

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

SPC Financial Inc's DIS Position: Q3 2025 in Review

SPC Financial Inc increased its Walt Disney (DIS) stake by 7.1% in Q3 2025, buying an estimated $22.4K and bringing the position to 2,881 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #211.

SPC Financial Inc first reported a position in DIS in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.06M in Q3 2019. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • SPC Financial Inc held 2,881 shares of Walt Disney worth $330K as of Q3 2025.
  • SPC Financial Inc bought 190 Walt Disney shares in Q3 2025, an estimated $22.4K.
  • Walt Disney made up 0.03% of SPC Financial Inc's portfolio in Q3 2025, its #211 holding.
  • SPC Financial Inc first reported a position in Walt Disney in Q2 2019 and has held it in 25 quarters since.
  • SPC Financial Inc's Walt Disney position peaked at $1.06M in Q3 2019.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.