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Spectrum Wealth Counsel’s Walt Disney DIS Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$73.7K Buy
747
+300
+67% +$32.2K 0.01% 157
2024
Q4 		$49.8K Hold
447
– – 0.01% 164
2024
Q3 		$43K Sell
447
-1,316
-75% -$121K 0.01% 183
2024
Q2 		$175K Sell
1,763
-585
-25% -$63K 0.02% 125
2024
Q1 		$287K Buy
2,348
+116
+5% +$12.1K 0.04% 124
2023
Q4 		$202K Buy
+2,232
New +$197K 0.03% 130

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

Spectrum Wealth Counsel's DIS Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Walt Disney (DIS) stake by 67% in Q1 2025, buying an estimated $32.2K and bringing the position to 747 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #157.

Spectrum Wealth Counsel first reported a position in DIS in Q4 2023 and has held it in 6 quarters since. The position peaked at $287K in Q1 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Spectrum Wealth Counsel held 747 shares of Walt Disney worth $73.7K as of Q1 2025.
  • Spectrum Wealth Counsel bought 300 Walt Disney shares in Q1 2025, an estimated $32.2K.
  • Walt Disney made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #157 holding.
  • Spectrum Wealth Counsel first reported a position in Walt Disney in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Walt Disney position peaked at $287K in Q1 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.