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Tucker Asset Management’s Walt Disney DIS Stock Holding History

Tucker Asset 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
Q4 		$131K Buy
+1,154
New +$127K 0.04% 158
2025
Q1 		– Sell
-1,212
Closed -$135K – 449
2024
Q4 		$135K Sell
1,212
-18
-1% -$1.89K 0.01% 196
2024
Q3 		$118K Sell
1,230
-429
-26% -$39.5K 0.03% 207
2024
Q2 		$165K Buy
1,659
+131
+9% +$14.1K 0.04% 181
2024
Q1 		$187K Buy
1,528
+90
+6% +$9.4K 0.04% 184
2023
Q4 		$130K Sell
1,438
-158
-10% -$13.9K 0.03% 183
2023
Q3 		$129K Buy
1,596
+31
+2% +$2.65K 0.03% 183
2023
Q2 		$140K Buy
1,565
+100
+7% +$9.47K 0.04% 137
2023
Q1 		$147K Buy
1,465
+213
+17% +$21.5K 0.04% 107
2022
Q4 		$109K Hold
1,252
– – 0.04% 93
2022
Q3 		$133K Buy
1,252
+115
+10% +$12.3K 0.04% 61
2022
Q2 		$107K Hold
1,137
– – 0.03% 39
2022
Q1 		$156K Buy
1,137
+109
+11% +$15.8K 0.05% 28
2021
Q4 		$160K Buy
1,028
+28
+3% +$4.52K 0.05% 22
2021
Q3 		$169K Buy
1,000
+150
+18% +$26.7K 0.06% 23
2021
Q2 		$149K Hold
850
– – 0.07% 24
2021
Q1 		$157K Sell
850
-307
-27% -$56.6K 0.08% 28
2020
Q4 		$210K Buy
+1,157
New +$166K 0.13% 23

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

Tucker Asset Management's DIS Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Walt Disney (DIS) in Q4 2025: 1,154 shares worth $131K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in DIS as recently as Q4 2024.

Tucker Asset Management first reported a position in DIS in Q4 2020 and has held it in 18 quarters since. The position peaked at $210K in Q4 2020. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Tucker Asset Management held 1,154 shares of Walt Disney worth $131K as of Q4 2025.
  • Walt Disney was a new Tucker Asset Management position in Q4 2025.
  • Walt Disney made up 0.04% of Tucker Asset Management's portfolio in Q4 2025, its #158 holding.
  • Tucker Asset Management first reported a position in Walt Disney in Q4 2020 and has held it in 18 quarters since.
  • Tucker Asset Management's Walt Disney position peaked at $210K in Q4 2020.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.