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Wood Tarver Financial Group’s Walt Disney DIS Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-1,526
Closed -$189K – 277
2025
Q2 		$189K Buy
1,526
+29
+2% +$3.01K 0.06% 147
2025
Q1 		$148K Hold
1,497
– – 0.05% 155
2024
Q4 		$166K Buy
+1,497
New +$157K 0.06% 146

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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

Wood Tarver Financial Group's DIS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,526 shares — an estimated $189K sold.

Wood Tarver Financial Group first reported a position in DIS in Q4 2024 and held it in 3 quarters. The position peaked at $189K in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,526 Walt Disney shares in Q3 2025, an estimated $189K.
  • Wood Tarver Financial Group first reported a position in Walt Disney in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Walt Disney position peaked at $189K in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.