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Strategic Advisors’s Walt Disney DIS Stock Holding History

Strategic Advisors’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 		– Sell
-17,159
Closed -$1.96M – 184
2025
Q3 		$1.96M Sell
17,159
-93
-0.5% -$11K 0.32% 74
2025
Q2 		$2.14M Sell
17,252
-2,916
-14% -$303K 0.42% 58
2025
Q1 		$1.99M Sell
20,168
-1,589
-7% -$171K 0.38% 55
2024
Q4 		$2.42M Sell
21,757
-22,591
-51% -$2.37M 0.44% 47
2024
Q3 		$4.27M Buy
44,348
+3,832
+9% +$353K 0.8% 30
2024
Q2 		$4.02M Sell
40,516
-236
-0.6% -$25.4K 0.78% 25
2024
Q1 		$4.99M Sell
40,752
-516
-1% -$53.9K 0.98% 23
2023
Q4 		$3.73M Sell
41,268
-12
-0% -$1.06K 0.71% 30
2023
Q3 		$3.35M Buy
41,280
+599
+1% +$51.2K 0.66% 35
2023
Q2 		$3.63M Buy
40,681
+368
+0.9% +$34.9K 0.69% 37
2023
Q1 		$4.04M Sell
40,313
-924
-2% -$93.2K 0.82% 33
2022
Q4 		$3.58M Buy
41,237
+189
+0.5% +$18.1K 0.8% 33
2022
Q3 		$3.87M Sell
41,048
-31
-0.1% -$3.32K 0.86% 35
2022
Q2 		$3.88M Sell
41,079
-9
-0% -$999 0.81% 34
2022
Q1 		$5.63M Buy
41,088
+8,613
+27% +$1.25M 0.98% 32
2021
Q4 		$5.03M Buy
32,475
+10,630
+49% +$1.72M 0.72% 42
2021
Q3 		$3.69M Buy
21,845
+4,846
+29% +$864K 0.8% 25
2021
Q2 		$2.99M Buy
16,999
+759
+5% +$137K 0.78% 27
2021
Q1 		$3M Buy
16,240
+432
+3% +$79.7K 0.87% 23
2020
Q4 		$2.82M Buy
15,808
+2,697
+21% +$387K 0.82% 25
2020
Q3 		$1.62M Buy
13,111
+1,276
+11% +$159K 0.54% 39
2020
Q2 		$1.41M Sell
11,835
-7,393
-38% -$816K 0.53% 40
2020
Q1 		$1.94M Buy
19,228
+1,179
+7% +$149K 0.85% 28
2019
Q4 		$2.61M Sell
18,049
-440
-2% -$61.4K 0.91% 26
2019
Q3 		$2.41M Buy
18,489
+2,480
+15% +$343K 0.9% 26
2019
Q2 		$2.23M Buy
16,009
+1,308
+9% +$173K 0.85% 31
2019
Q1 		$1.63M Buy
14,701
+2,062
+16% +$230K 0.63% 44
2018
Q4 		$1.39M Buy
12,639
+5,393
+74% +$613K 0.61% 45
2018
Q3 		$847K Buy
7,246
+427
+6% +$47.5K 0.31% 70
2018
Q2 		$715K Sell
6,819
-1,277
-16% -$131K 0.29% 73
2018
Q1 		$813K Sell
8,096
-1,219
-13% -$130K 0.34% 71
2017
Q4 		$1M Sell
9,315
-1,994
-18% -$205K 0.41% 63
2017
Q3 		$1.11M Sell
11,309
-6,004
-35% -$618K 0.48% 58
2017
Q2 		$1.84M Sell
17,313
-654
-4% -$71.6K 0.84% 40
2017
Q1 		$2.04M Buy
17,967
+2,186
+14% +$241K 0.96% 34
2016
Q4 		$1.65M Sell
15,781
-2,401
-13% -$234K 0.86% 39
2016
Q3 		$1.69M Buy
18,182
+197
+1% +$18.9K 0.95% 37
2016
Q2 		$1.62M Buy
17,985
+1,087
+6% +$109K 0.94% 39
2016
Q1 		$1.68M Buy
16,898
+5,920
+54% +$572K 0.95% 35
2015
Q4 		$1.15M Buy
10,978
+2,309
+27% +$257K 0.75% 47
2015
Q3 		$886K Buy
8,669
+1,791
+26% +$195K 0.61% 57
2015
Q2 		$785K Buy
6,878
+3,092
+82% +$340K 0.5% 68
2015
Q1 		$325K Sell
3,786
-1,753
-32% -$177K 0.21% 108
2014
Q4 		$522K Buy
5,539
+1,852
+50% +$167K 0.34% 96
2014
Q3 		$328K Sell
3,687
-99
-3% -$8.73K 0.22% 106
2014
Q2 		$325K Hold
3,786
– – 0.21% 108
2014
Q1 		$303K Buy
3,786
+501
+15% +$38.8K 0.2% 111
2013
Q4 		$251K Buy
+3,285
New +$228K 0.17% 121

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strategic Advisors's DIS Position: Q4 2025 in Review

Strategic Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 17,159 shares — an estimated $1.96M sold.

Strategic Advisors first reported a position in DIS in Q4 2013 and held it in 48 quarters. The position peaked at $5.63M in Q1 2022. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Strategic Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Strategic Advisors sold 17,159 Walt Disney shares in Q4 2025, an estimated $1.96M.
  • Strategic Advisors first reported a position in Walt Disney in Q4 2013 and held it in 48 quarters.
  • Strategic Advisors's Walt Disney position peaked at $5.63M in Q1 2022.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Strategic Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.