WFA
DIS icon

WestHill Financial Advisors’s Walt Disney DIS Stock Holding History

WestHill Financial Advisors’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
-2,133
Closed -$264K – 79
2025
Q2 		$264K Sell
2,133
-50
-2% -$5.2K 0.06% 61
2025
Q1 		$215K Buy
2,183
+24
+1% +$2.58K 0.05% 69
2024
Q4 		$240K Buy
+2,159
New +$227K 0.05% 66
2024
Q2 		– Sell
-2,401
Closed -$294K – 74
2024
Q1 		$294K Sell
2,401
-606
-20% -$63.3K 0.07% 59
2023
Q4 		$271K Sell
3,007
-92
-3% -$8.11K 0.07% 58
2023
Q3 		$251K Hold
3,099
– – 0.07% 52
2023
Q2 		$277K Sell
3,099
-37
-1% -$3.5K 0.08% 47
2023
Q1 		$314K Sell
3,136
-113
-3% -$11.4K 0.09% 42
2022
Q4 		$282K Buy
3,249
+5
+0.2% +$478 0.09% 49
2022
Q3 		$306K Buy
3,244
+600
+23% +$64.2K 0.1% 44
2022
Q2 		$250K Hold
2,644
– – 0.08% 49
2022
Q1 		$363K Buy
2,644
+1,073
+68% +$155K 0.1% 41
2021
Q4 		$243K Buy
1,571
+30
+2% +$4.84K 0.07% 65
2021
Q3 		$261K Buy
+1,541
New +$275K 0.08% 50
2021
Q1 		$300K Hold
1,625
– – 0.11% 39
2020
Q4 		$294K Buy
+1,625
New +$233K 0.12% 38

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

WestHill Financial Advisors's DIS Position: Q3 2025 in Review

WestHill Financial Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 2,133 shares — an estimated $264K sold.

WestHill Financial Advisors first reported a position in DIS in Q4 2020 and held it in 16 quarters. The position peaked at $363K in Q1 2022. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • WestHill Financial Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • WestHill Financial Advisors sold 2,133 Walt Disney shares in Q3 2025, an estimated $264K.
  • WestHill Financial Advisors first reported a position in Walt Disney in Q4 2020 and held it in 16 quarters.
  • WestHill Financial Advisors's Walt Disney position peaked at $363K in Q1 2022.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on WestHill Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.