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UP Strategic Wealth Investment Advisors’s Walt Disney DIS Stock Holding History

UP Strategic Wealth Investment 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
Q3 		– Sell
-1,742
Closed -$216K – 94
2025
Q2 		$216K Buy
+1,742
New +$181K 0.17% 86

Other funds holding DIS

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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

UP Strategic Wealth Investment Advisors's DIS Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,742 shares — an estimated $216K sold.

UP Strategic Wealth Investment Advisors first reported a position in DIS in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 1,742 Walt Disney shares in Q3 2025, an estimated $216K.
  • UP Strategic Wealth Investment Advisors first reported a position in Walt Disney in Q2 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Walt Disney position peaked at $216K in Q2 2025.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.