Wiser Advisor Group’s Walt Disney DIS Stock Holding History

Wiser Advisor Group’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 Q4	–	Sell	-1,991	Closed	-$228K	–	239
2025 Q3	$228K	Buy	1,991 +26	+1%	+$3.06K	0.28%	51
2025 Q2	$244K	Sell	1,965 -1,315	-40%	-$137K	0.42%	37
2025 Q1	$324K	Buy	3,280 +1,610	+96%	+$173K	0.48%	40
2024 Q4	$186K	Sell	1,670 -935	-36%	-$98.2K	0.27%	50
2024 Q3	$251K	Sell	2,605 -901	-26%	-$82.9K	0.37%	42
2024 Q2	$348K	Sell	3,506 -209	-6%	-$22.5K	0.55%	37
2024 Q1	$455K	Sell	3,715 -1,244	-25%	-$130K	0.71%	31
2023 Q4	$448K	Buy	+4,959	New	+$437K	0.74%	30

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wiser Advisor Group's DIS Position: Q4 2025 in Review

Wiser Advisor Group sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,991 shares — an estimated $228K sold.

Wiser Advisor Group first reported a position in DIS in Q4 2023 and held it in 8 quarters. The position peaked at $455K in Q1 2024. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Wiser Advisor Group reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Wiser Advisor Group sold 1,991 Walt Disney shares in Q4 2025, an estimated $228K.
Wiser Advisor Group first reported a position in Walt Disney in Q4 2023 and held it in 8 quarters.
Wiser Advisor Group's Walt Disney position peaked at $455K in Q1 2024.
3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.