WAOI
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Wealth Advisors of Iowa’s Walt Disney DIS Stock Holding History

Wealth Advisors of Iowa’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
-1,663
Closed -$206K – 86
2025
Q2 		$206K Buy
+1,663
New +$173K 0.08% 74
2025
Q1 		– Sell
-2,781
Closed -$310K – 76
2024
Q4 		$310K Sell
2,781
-1,658
-37% -$174K 0.16% 47
2024
Q3 		$427K Sell
4,439
-30
-0.7% -$2.76K 0.22% 38
2024
Q2 		$444K Sell
4,469
-25
-0.6% -$2.69K 0.25% 24
2024
Q1 		$550K Buy
4,494
+10
+0.2% +$1.04K 0.33% 32
2023
Q4 		$405K Sell
4,484
-346
-7% -$30.5K 0.27% 33
2023
Q3 		$391K Buy
4,830
+36
+0.8% +$3.08K 0.28% 33
2023
Q2 		$428K Sell
4,794
-11
-0.2% -$1.04K 0.31% 29
2023
Q1 		$481K Buy
4,805
+101
+2% +$10.2K 0.38% 25
2022
Q4 		$409K Sell
4,704
-25
-0.5% -$2.39K 0.33% 35
2022
Q3 		$446K Sell
4,729
-4,619
-49% -$494K 0.42% 25
2022
Q2 		$882K Buy
+9,348
New +$1.04M 0.16% 48
2022
Q1 		– Sell
-4,666
Closed -$723K – 62
2021
Q4 		$723K Sell
4,666
-40
-0.8% -$6.46K 0.4% 20
2021
Q3 		$796K Buy
4,706
+125
+3% +$22.3K 0.43% 24
2021
Q2 		$805K Buy
4,581
+157
+4% +$28.2K 0.42% 23
2021
Q1 		$816K Hold
4,424
– – 0.45% 19
2020
Q4 		$802K Buy
4,424
+20
+0.5% +$2.87K 0.5% 16
2020
Q3 		$546K Buy
4,404
+21
+0.5% +$2.63K 0.37% 18
2020
Q2 		$489K Buy
4,383
+233
+6% +$25.7K 0.37% 17
2020
Q1 		$401K Buy
+4,150
New +$525K 0.32% 15

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wealth Advisors of Iowa's DIS Position: Q3 2025 in Review

Wealth Advisors of Iowa sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,663 shares — an estimated $206K sold.

Wealth Advisors of Iowa first reported a position in DIS in Q1 2020 and held it in 20 quarters. The position peaked at $882K in Q2 2022. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Wealth Advisors of Iowa reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 1,663 Walt Disney shares in Q3 2025, an estimated $206K.
  • Wealth Advisors of Iowa first reported a position in Walt Disney in Q1 2020 and held it in 20 quarters.
  • Wealth Advisors of Iowa's Walt Disney position peaked at $882K in Q2 2022.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2025, filed 14 Nov 2025.