Vantage Financial Partners (Wisconsin)’s Walt Disney DIS Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$331K	Sell	2,910 -507	-15%	-$55.8K	0.07%	156
2025 Q3	$391K	Sell	3,417 -85	-2%	-$10K	0.08%	133
2025 Q2	$434K	Sell	3,502 -100	-3%	-$10.4K	0.1%	121
2025 Q1	$356K	Buy	3,602 +14	+0.4%	+$1.5K	0.09%	126
2024 Q4	$400K	Sell	3,588 -14	-0.4%	-$1.47K	0.1%	119
2024 Q3	$346K	Sell	3,602 -140	-4%	-$12.9K	0.09%	128
2024 Q2	$372K	Sell	3,742 -9	-0.2%	-$969	0.1%	102
2024 Q1	$459K	Sell	3,751 -88	-2%	-$9.19K	0.12%	87
2023 Q4	$347K	Buy	3,839 +10	+0.3%	+$882	0.1%	91
2023 Q3	$310K	Buy	3,829 +500	+15%	+$42.7K	0.12%	60
2023 Q2	$297K	Sell	3,329 -33	-1%	-$3.13K	0.11%	62
2023 Q1	$337K	Buy	+3,362	New	+$339K	0.13%	58

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s DIS Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Walt Disney (DIS) stake by 15% in Q4 2025, selling an estimated $55.8K and leaving 2,910 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #156.

Vantage Financial Partners (Wisconsin) first reported a position in DIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $459K in Q1 2024. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 2,910 shares of Walt Disney worth $331K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 507 Walt Disney shares in Q4 2025, an estimated $55.8K.
Walt Disney made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #156 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Walt Disney in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s Walt Disney position peaked at $459K in Q1 2024.
3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.