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Voisard Asset Management Group’s Walt Disney DIS Stock Holding History

Voisard Asset Management Group’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
2024
Q4 		– Sell
-604
Closed -$58.1K – 229
2024
Q3 		$58.1K Buy
604
+13
+2% +$1.2K 0.02% 175
2024
Q2 		$58.7K Hold
591
– – 0.03% 150
2024
Q1 		$72.3K Hold
591
– – 0.04% 111
2023
Q4 		$53.3K Buy
+591
New +$52.1K 0.03% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Voisard Asset Management Group's DIS Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 604 shares — an estimated $58.1K sold.

Voisard Asset Management Group first reported a position in DIS in Q4 2023 and held it in 4 quarters. The position peaked at $72.3K in Q1 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 604 Walt Disney shares in Q4 2024, an estimated $58.1K.
  • Voisard Asset Management Group first reported a position in Walt Disney in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Walt Disney position peaked at $72.3K in Q1 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.