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Wallace Advisory Group’s Walt Disney DIS Stock Holding History

Wallace Advisory 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
2025
Q2 		– Sell
-2,087
Closed -$232K – 177
2025
Q1 		$232K Buy
+2,087
New +$224K 0.16% 160
2024
Q1 		– Sell
-3,701
Closed -$300K – 179
2023
Q4 		$300K Sell
3,701
-2,510
-40% -$221K 0.23% 107
2023
Q3 		$555K Buy
6,211
+115
+2% +$9.82K 0.4% 56
2023
Q2 		$610K Hold
6,096
– – 0.46% 46
2023
Q1 		$610K Buy
6,096
+1,928
+46% +$194K 0.46% 46
2022
Q4 		$362K Buy
+4,168
New +$399K 0.29% 99

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wallace Advisory Group's DIS Position: Q2 2025 in Review

Wallace Advisory Group sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,087 shares — an estimated $232K sold.

Wallace Advisory Group first reported a position in DIS in Q4 2022 and held it in 6 quarters. The position peaked at $610K in Q2 2023. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Wallace Advisory Group reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,087 Walt Disney shares in Q2 2025, an estimated $232K.
  • Wallace Advisory Group first reported a position in Walt Disney in Q4 2022 and held it in 6 quarters.
  • Wallace Advisory Group's Walt Disney position peaked at $610K in Q2 2023.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.