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Teamwork Financial Advisors’s Walt Disney DIS Stock Holding History

Teamwork Financial 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
-1,751
Closed -$201K – 211
2025
Q3 		$201K Sell
1,751
-44
-2% -$5.18K 0.02% 195
2025
Q2 		$223K Buy
+1,795
New +$187K 0.03% 176
2025
Q1 		– Sell
-1,849
Closed -$206K – 183
2024
Q4 		$206K Buy
+1,849
New +$194K 0.03% 151
2024
Q2 		– Sell
-2,524
Closed -$309K – 157
2024
Q1 		$309K Sell
2,524
-159
-6% -$16.6K 0.05% 142
2023
Q4 		$242K Sell
2,683
-755
-22% -$66.6K 0.04% 162
2023
Q3 		$279K Buy
3,438
+424
+14% +$36.2K 0.05% 163
2023
Q2 		$269K Buy
+3,014
New +$286K 0.04% 165
2022
Q4 		– Sell
-3,577
Closed -$337K – 199
2022
Q3 		$337K Sell
3,577
-1,295
-27% -$139K 0.07% 159
2022
Q2 		$460K Sell
4,872
-12,217
-71% -$1.36M 0.1% 143
2022
Q1 		$2.34M Sell
17,089
-6,191
-27% -$895K 0.44% 52
2021
Q4 		$3.61M Sell
23,280
-3,715
-14% -$600K 0.66% 27
2021
Q3 		$4.57M Buy
26,995
+579
+2% +$103K 0.9% 18
2021
Q2 		$4.64M Sell
26,416
-1,802
-6% -$324K 0.95% 16
2021
Q1 		$5.21M Buy
28,218
+6,871
+32% +$1.27M 1.22% 13
2020
Q4 		$3.87M Buy
21,347
+1,711
+9% +$246K 0.92% 16
2020
Q3 		$2.44M Sell
19,636
-33,558
-63% -$4.19M 0.75% 17
2020
Q2 		$5.93M Buy
53,194
+5,248
+11% +$579K 2.12% 5
2020
Q1 		$4.63M Buy
47,946
+26,404
+123% +$3.34M 2.87% 6
2019
Q4 		$3.12M Buy
+21,542
New +$3.01M 1.86% 8

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Teamwork Financial Advisors's DIS Position: Q4 2025 in Review

Teamwork Financial Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,751 shares — an estimated $201K sold.

Teamwork Financial Advisors first reported a position in DIS in Q4 2019 and held it in 19 quarters. The position peaked at $5.93M in Q2 2020. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Teamwork Financial Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,751 Walt Disney shares in Q4 2025, an estimated $201K.
  • Teamwork Financial Advisors first reported a position in Walt Disney in Q4 2019 and held it in 19 quarters.
  • Teamwork Financial Advisors's Walt Disney position peaked at $5.93M in Q2 2020.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Teamwork Financial Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.