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Westshore Wealth’s Walt Disney DIS Stock Holding History

Westshore Wealth’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
-1,713
Closed -$212K – 105
2025
Q2 		$212K Buy
+1,713
New +$178K 0.08% 92
2024
Q2 		– Sell
-2,169
Closed -$265K – 96
2024
Q1 		$265K Sell
2,169
-100
-4% -$10.4K 0.11% 76
2023
Q4 		$205K Buy
+2,269
New +$200K 0.09% 90
2021
Q3 		– Sell
-25,728
Closed -$4.52M – 94
2021
Q2 		$4.52M Buy
25,728
+54
+0.2% +$9.71K 2.33% 9
2021
Q1 		$4.74M Buy
+25,674
New +$4.73M 2.7% 8

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

Westshore Wealth's DIS Position: Q3 2025 in Review

Westshore Wealth sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,713 shares — an estimated $212K sold.

Westshore Wealth first reported a position in DIS in Q1 2021 and held it in 5 quarters. The position peaked at $4.74M in Q1 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Westshore Wealth reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Westshore Wealth sold 1,713 Walt Disney shares in Q3 2025, an estimated $212K.
  • Westshore Wealth first reported a position in Walt Disney in Q1 2021 and held it in 5 quarters.
  • Westshore Wealth's Walt Disney position peaked at $4.74M in Q1 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Westshore Wealth's 13F filing for Q3 2025, filed 17 Nov 2025.