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Sprinkle Financial Consultants’s Walt Disney DIS Stock Holding History

Sprinkle Financial Consultants’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
-1,622
Closed -$201K – 85
2025
Q2 		$201K Buy
+1,622
New +$169K 0.12% 80
2024
Q2 		– Sell
-2,072
Closed -$254K – 68
2024
Q1 		$254K Buy
+2,072
New +$216K 0.22% 56

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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

Sprinkle Financial Consultants's DIS Position: Q3 2025 in Review

Sprinkle Financial Consultants sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,622 shares — an estimated $201K sold.

Sprinkle Financial Consultants first reported a position in DIS in Q1 2024 and held it in 2 quarters. The position peaked at $254K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Sprinkle Financial Consultants reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Sprinkle Financial Consultants sold 1,622 Walt Disney shares in Q3 2025, an estimated $201K.
  • Sprinkle Financial Consultants first reported a position in Walt Disney in Q1 2024 and held it in 2 quarters.
  • Sprinkle Financial Consultants's Walt Disney position peaked at $254K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2025, filed 9 Oct 2025.