WFA Asset Management’s Walt Disney DIS Stock Holding History

WFA Asset Management’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	$10.3K	Sell	107 -59	-36%	-$6.95K	0.01%	160
2025 Q2	$16.5K	Hold	166	–	–	0.01%	146
2025 Q1	$20.4K	Buy	166 +59	+55%	+$6.34K	0.01%	158
2024 Q4	$11.9K	Hold	107	–	–	0.01%	174
2024 Q3	$10.3K	Sell	107 -59	-36%	-$5.43K	0.01%	161
2024 Q2	$16.5K	Hold	166	–	–	0.01%	147
2024 Q1	$20.4K	Buy	166 +60	+57%	+$6.27K	0.01%	159
2023 Q4	$9.57K	Sell	106 -200	-65%	-$17.6K	0.01%	176
2023 Q3	$24.8K	Hold	306	–	–	0.01%	133
2023 Q2	$27.3K	Sell	306 -115	-27%	-$10.9K	0.02%	128
2023 Q1	$42.2K	Sell	421 -172	-29%	-$17.3K	0.03%	105
2022 Q4	$51.5K	Hold	593	–	–	0.03%	89
2022 Q3	$55.9K	Hold	593	–	–	0.04%	84
2022 Q2	$56K	Buy	593 +38	+7%	+$4.22K	0.04%	87
2022 Q1	$76.1K	Buy	555 +62	+13%	+$8.96K	0.05%	80
2021 Q4	$76.4K	Buy	+493	New	+$79.6K	0.05%	78

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

WFA Asset Management's DIS Position: Q3 2025 in Review

WFA Asset Management reduced its Walt Disney (DIS) stake by 36% in Q3 2025, selling an estimated $6.95K and leaving 107 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #160.

WFA Asset Management first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $76.4K in Q4 2021. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

WFA Asset Management held 107 shares of Walt Disney worth $10.3K as of Q3 2025.
WFA Asset Management sold 59 Walt Disney shares in Q3 2025, an estimated $6.95K.
Walt Disney made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #160 holding.
WFA Asset Management first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Walt Disney position peaked at $76.4K in Q4 2021.
3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.