WAAG
DIS icon

Wealth Alliance Advisory Group’s Walt Disney DIS Stock Holding History

Wealth Alliance 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
Q1 		– Sell
-2,533
Closed -$282K – 200
2024
Q4 		$282K Hold
2,533
– – 0.06% 143
2024
Q3 		$244K Buy
2,533
+60
+2% +$5.52K 0.05% 167
2024
Q2 		$245K Sell
2,473
-180
-7% -$19.4K 0.06% 160
2024
Q1 		$325K Sell
2,653
-100
-4% -$10.4K 0.08% 138
2023
Q4 		$249K Sell
2,753
-170
-6% -$15K 0.06% 155
2023
Q3 		$237K Buy
+2,923
New +$250K 0.07% 149
2022
Q4 		– Sell
-2,568
Closed -$242K – 178
2022
Q3 		$242K Sell
2,568
-863
-25% -$92.4K 0.11% 118
2022
Q2 		$324K Buy
3,431
+150
+5% +$16.6K 0.15% 99
2022
Q1 		$450K Sell
3,281
-683
-17% -$98.7K 0.2% 83
2021
Q4 		$614K Buy
3,964
+300
+8% +$48.5K 0.27% 67
2021
Q3 		$620K Buy
3,664
+8
+0.2% +$1.43K 0.3% 56
2021
Q2 		$643K Sell
3,656
-138
-4% -$24.8K 0.31% 56
2021
Q1 		$700K Buy
3,794
+999
+36% +$184K 0.36% 52
2020
Q4 		$506K Buy
2,795
+100
+4% +$14.4K 0.27% 60
2020
Q3 		$334K Sell
2,695
-130
-5% -$16.3K 0.2% 79
2020
Q2 		$315K Buy
2,825
+41
+1% +$4.53K 0.19% 78
2020
Q1 		$269K Buy
2,784
+270
+11% +$34.1K 0.21% 77
2019
Q4 		$364K Buy
2,514
+341
+16% +$47.6K 0.21% 75
2019
Q3 		$283K Buy
2,173
+778
+56% +$108K 0.18% 87
2019
Q2 		$202K Buy
+1,395
New +$185K 0.12% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wealth Alliance Advisory Group's DIS Position: Q1 2025 in Review

Wealth Alliance Advisory Group sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,533 shares — an estimated $282K sold.

Wealth Alliance Advisory Group first reported a position in DIS in Q2 2019 and held it in 20 quarters. The position peaked at $700K in Q1 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Wealth Alliance Advisory Group reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 2,533 Walt Disney shares in Q1 2025, an estimated $282K.
  • Wealth Alliance Advisory Group first reported a position in Walt Disney in Q2 2019 and held it in 20 quarters.
  • Wealth Alliance Advisory Group's Walt Disney position peaked at $700K in Q1 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2025, filed 10 Apr 2025.