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Strategic Financial Concepts’s Walt Disney DIS Stock Holding History

Strategic Financial Concepts’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
-1,870
Closed -$232K – 283
2025
Q2 		$232K Buy
+1,870
New +$194K 0.03% 245
2024
Q4 		– Sell
-2,120
Closed -$204K – 332
2024
Q3 		$204K Sell
2,120
-223,668
-99% -$20.6M 0.06% 234
2024
Q2 		$48.9K Buy
225,788
+222,870
+7,638% +$24M 0.03% 244
2024
Q1 		$357K Buy
+2,918
New +$305K 0.09% 204
2023
Q4 		– Sell
-2,719
Closed -$220K – 168
2023
Q3 		$220K Sell
2,719
-102
-4% -$8.71K 0.07% 229
2023
Q2 		$252K Buy
2,821
+265
+10% +$25.1K 0.09% 195
2023
Q1 		$256K Buy
+2,556
New +$258K 0.1% 174

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

Strategic Financial Concepts's DIS Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,870 shares — an estimated $232K sold.

Strategic Financial Concepts first reported a position in DIS in Q1 2023 and held it in 7 quarters. The position peaked at $357K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Strategic Financial Concepts reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,870 Walt Disney shares in Q3 2025, an estimated $232K.
  • Strategic Financial Concepts first reported a position in Walt Disney in Q1 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's Walt Disney position peaked at $357K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.