Wealth Management Partners’s Walt Disney DIS Stock Holding History

Wealth Management Partners’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	-1,669	Closed	-$206K	–	144
2025 Q2	$206K	Buy	+1,669	New	+$173K	0.07%	131
2024 Q2	–	Sell	-2,229	Closed	-$273K	–	112
2024 Q1	$273K	Sell	2,229 -100	-4%	-$10.4K	0.14%	97
2023 Q4	$210K	Sell	2,329 -586	-20%	-$51.7K	0.12%	113
2023 Q3	$236K	Sell	2,915 -1,740	-37%	-$149K	0.15%	100
2023 Q2	$416K	Sell	4,655 -1,124	-19%	-$106K	0.26%	76
2023 Q1	$579K	Sell	5,779 -221	-4%	-$22.3K	0.4%	55
2022 Q4	$481K	Hold	6,000	–	–	0.4%	54
2022 Q3	$554K	Hold	6,000	–	–	0.49%	50
2022 Q2	$531K	Hold	6,000	–	–	0.46%	51
2022 Q1	$815K	Hold	6,000	–	–	0.58%	39
2021 Q4	$859K	Buy	6,000 +476	+9%	+$76.9K	0.59%	41
2021 Q3	$934K	Sell	5,524 -93	-2%	-$16.6K	0.69%	37
2021 Q2	$987K	Buy	5,617 +124	+2%	+$22.3K	0.69%	39
2021 Q1	$1.03M	Buy	5,493 +430	+8%	+$79.3K	0.77%	39
2020 Q4	$858K	Buy	+5,063	New	+$727K	0.67%	42

Other funds holding DIS

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealth Management Partners's DIS Position: Q3 2025 in Review

Wealth Management Partners sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,669 shares — an estimated $206K sold.

Wealth Management Partners first reported a position in DIS in Q4 2020 and held it in 15 quarters. The position peaked at $1.03M in Q1 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Wealth Management Partners reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
Wealth Management Partners sold 1,669 Walt Disney shares in Q3 2025, an estimated $206K.
Wealth Management Partners first reported a position in Walt Disney in Q4 2020 and held it in 15 quarters.
Wealth Management Partners's Walt Disney position peaked at $1.03M in Q1 2021.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Wealth Management Partners's 13F filing for Q3 2025, filed 21 Oct 2025.