Stephens Consulting’s Walt Disney DIS Stock Holding History

Stephens Consulting’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 Q4	$182K	Hold	1,597	–	–	0.06%	68
2025 Q3	$183K	Sell	1,597 -166	-9%	-$19.6K	0.06%	67
2025 Q2	$219K	Buy	1,763 +42	+2%	+$4.36K	0.05%	95
2025 Q1	$170K	Sell	1,721 -365	-17%	-$39.2K	0.04%	101
2024 Q4	$232K	Hold	2,086	–	–	0.06%	88
2024 Q3	$201K	Sell	2,086 -54	-3%	-$4.97K	0.05%	90
2024 Q2	$212K	Buy	2,140 +320	+18%	+$34.4K	0.06%	80
2024 Q1	$223K	Sell	1,820 -4	-0.2%	-$418	0.07%	77
2023 Q4	$165K	Sell	1,824 -3	-0.2%	-$264	0.06%	89
2023 Q3	$148K	Buy	1,827 +200	+12%	+$17.1K	0.06%	90
2023 Q2	$145K	Sell	1,627 -168	-9%	-$15.9K	0.06%	86
2023 Q1	$180K	Hold	1,795	–	–	0.11%	82
2022 Q4	$156K	Hold	1,795	–	–	0.1%	84
2022 Q3	$169K	Sell	1,795 -375	-17%	-$40.1K	0.15%	76
2022 Q2	$205K	Buy	2,170 +467	+27%	+$51.8K	0.17%	67
2022 Q1	$234K	Sell	1,703 -9	-0.5%	-$1.3K	0.19%	69
2021 Q4	$265K	Buy	+1,712	New	+$276K	0.22%	76

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's DIS Position: Q4 2025 in Review

Stephens Consulting held its Walt Disney (DIS) position steady in Q4 2025 at 1,597 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #68.

Stephens Consulting first reported a position in DIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $265K in Q4 2021. 3,181 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Stephens Consulting held 1,597 shares of Walt Disney worth $182K as of Q4 2025.
Stephens Consulting left its Walt Disney share count unchanged in Q4 2025.
Walt Disney made up 0.06% of Stephens Consulting's portfolio in Q4 2025, its #68 holding.
Stephens Consulting first reported a position in Walt Disney in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Walt Disney position peaked at $265K in Q4 2021.
3,181 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.