WWA
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Wingate Wealth Advisors’s Walt Disney DIS Stock Holding History

Wingate Wealth 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
-1,794
Closed -$222K – 112
2025
Q2 		$222K Buy
+1,794
New +$186K 0.2% 95
2025
Q1 		– Sell
-1,713
Closed -$191K – 184
2024
Q4 		$191K Buy
+1,713
New +$180K 0.19% 99

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wingate Wealth Advisors's DIS Position: Q3 2025 in Review

Wingate Wealth Advisors sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,794 shares — an estimated $222K sold.

Wingate Wealth Advisors first reported a position in DIS in Q4 2024 and held it in 2 quarters. The position peaked at $222K in Q2 2025. 3,082 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Wingate Wealth Advisors reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,794 Walt Disney shares in Q3 2025, an estimated $222K.
  • Wingate Wealth Advisors first reported a position in Walt Disney in Q4 2024 and held it in 2 quarters.
  • Wingate Wealth Advisors's Walt Disney position peaked at $222K in Q2 2025.
  • 3,082 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Wingate Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.