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Woodward Financial Advisors’s Walt Disney DIS Stock Holding History

Woodward Financial 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
2024
Q2 		– Sell
-1,687
Closed -$205K – 52
2024
Q1 		$205K Buy
+1,687
New +$176K 0.12% 54
2022
Q2 		– Sell
-1,829
Closed -$251K – 47
2022
Q1 		$251K Hold
1,829
– – 0.26% 34
2021
Q4 		$283K Buy
+1,829
New +$295K 0.29% 33

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Woodward Financial Advisors's DIS Position: Q2 2024 in Review

Woodward Financial Advisors sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,687 shares — an estimated $205K sold.

Woodward Financial Advisors first reported a position in DIS in Q4 2021 and held it in 3 quarters. The position peaked at $283K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Woodward Financial Advisors reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Woodward Financial Advisors sold 1,687 Walt Disney shares in Q2 2024, an estimated $205K.
  • Woodward Financial Advisors first reported a position in Walt Disney in Q4 2021 and held it in 3 quarters.
  • Woodward Financial Advisors's Walt Disney position peaked at $283K in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Woodward Financial Advisors's 13F filing for Q2 2024, filed 1 Oct 2026.