WWM
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WT Wealth Management’s Walt Disney DIS Stock Holding History

WT Wealth 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
Q2 		– Sell
-14,750
Closed -$1.46M – 153
2025
Q1 		$1.46M Sell
14,750
-996
-6% -$107K 0.47% 52
2024
Q4 		$1.75M Sell
15,746
-513
-3% -$53.9K 0.55% 56
2024
Q3 		$1.58M Sell
16,259
-923
-5% -$84.9K 0.51% 59
2024
Q2 		$1.71M Sell
17,182
-226
-1% -$24.3K 0.58% 56
2024
Q1 		$2.13M Sell
17,408
-1,012
-5% -$106K 0.76% 45
2023
Q4 		$1.67M Buy
18,420
+2,555
+16% +$225K 0.66% 48
2023
Q3 		$1.29M Buy
15,865
+2,641
+20% +$226K 0.55% 49
2023
Q2 		$1.18M Buy
13,224
+156
+1% +$14.8K 0.49% 59
2023
Q1 		$1.31M Sell
13,068
-1,252
-9% -$126K 0.57% 49
2022
Q4 		$1.24M Buy
14,320
+1,417
+11% +$136K 0.6% 56
2022
Q3 		$1.22M Buy
12,903
+1,158
+10% +$124K 0.61% 49
2022
Q2 		$1.11M Sell
11,745
-137
-1% -$15.2K 0.55% 67
2022
Q1 		$1.63M Sell
11,882
-316
-3% -$45.7K 0.63% 52
2021
Q4 		$1.89M Buy
12,198
+1,001
+9% +$162K 0.69% 47
2021
Q3 		$1.89M Buy
11,197
+1,131
+11% +$202K 0.73% 40
2021
Q2 		$1.77M Buy
10,066
+693
+7% +$125K 0.72% 45
2021
Q1 		$1.73M Sell
9,373
-615
-6% -$113K 0.8% 34
2020
Q4 		$1.81M Buy
9,988
+1,360
+16% +$195K 0.99% 34
2020
Q3 		$1.07M Buy
8,628
+1,253
+17% +$157K 0.71% 39
2020
Q2 		$822K Buy
7,375
+394
+6% +$43.5K 0.66% 35
2020
Q1 		$674K Buy
6,981
+3,876
+125% +$490K 0.71% 31
2019
Q4 		$451K Buy
3,105
+386
+14% +$53.9K 0.34% 52
2019
Q3 		$354K Buy
+2,719
New +$376K 0.31% 58

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WT Wealth Management's DIS Position: Q2 2025 in Review

WT Wealth Management sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 14,750 shares — an estimated $1.46M sold.

WT Wealth Management first reported a position in DIS in Q3 2019 and held it in 23 quarters. The position peaked at $2.13M in Q1 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • WT Wealth Management reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • WT Wealth Management sold 14,750 Walt Disney shares in Q2 2025, an estimated $1.46M.
  • WT Wealth Management first reported a position in Walt Disney in Q3 2019 and held it in 23 quarters.
  • WT Wealth Management's Walt Disney position peaked at $2.13M in Q1 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on WT Wealth Management's 13F filing for Q2 2025, filed 10 Sep 2025.