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Strait & Sound Wealth Management’s Walt Disney DIS Stock Holding History

Strait & Sound Wealth Management’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
-1,756
Closed -$218K – 150
2025
Q2 		$218K Sell
1,756
-282
-14% -$29.3K 0.09% 135
2025
Q1 		$201K Sell
2,038
-1,952
-49% -$210K 0.09% 142
2024
Q4 		$444K Sell
3,990
-141
-3% -$14.8K 0.21% 86
2024
Q3 		$397K Sell
4,131
-854
-17% -$78.6K 0.19% 92
2024
Q2 		$495K Buy
4,985
+1,988
+66% +$214K 0.25% 67
2024
Q1 		$351K Sell
2,997
-181
-6% -$18.9K 0.2% 84
2023
Q4 		$287K Sell
3,178
-222
-7% -$19.6K 0.18% 97
2023
Q3 		$276K Sell
3,400
-498
-13% -$42.5K 0.24% 98
2023
Q2 		$348K Sell
3,898
-706
-15% -$66.9K 0.34% 65
2023
Q1 		$461K Buy
4,604
+256
+6% +$25.8K 0.46% 52
2022
Q4 		$434K Buy
+4,348
New +$416K 0.47% 54

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

Strait & Sound Wealth Management's DIS Position: Q3 2025 in Review

Strait & Sound Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,756 shares — an estimated $218K sold.

Strait & Sound Wealth Management first reported a position in DIS in Q4 2022 and held it in 11 quarters. The position peaked at $495K in Q2 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Strait & Sound Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 1,756 Walt Disney shares in Q3 2025, an estimated $218K.
  • Strait & Sound Wealth Management first reported a position in Walt Disney in Q4 2022 and held it in 11 quarters.
  • Strait & Sound Wealth Management's Walt Disney position peaked at $495K in Q2 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.