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Walt Disney
DIS
DIS
111.28
USD
+0.67
0.61%
At close
Updated
Aug 25, 12:17 PM EDT
Pre-market
After hours
1 day
0.61%
5 days
6.94%
1 month
15.14%
3 months
7.75%
6 months
5.93%
Year to date
-0.51%
1 year
-5.46%
5 years
-37.59%
10 years
16.46%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2026 |
HFM
2026
Harvest Fund Management
Beijing,
China
| – | -$35K | -309 | Closed |
|
| 2027 |
FPTW
2027
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| – | -$34K | -301 | Closed |
|
| 2028 |
ST
2028
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$34K | -300 | Closed |
|
| 2029 |
MAS
2029
Madden Advisory Services
Jacksonville,
Florida
| – | -$27K | -245 | Closed |
|
| 2030 |
CCM
2030
Cohen Capital Management
Corte Madera,
California
| – | -$24K | -215 | Closed |
|
| 2031 |
UWPG
2031
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| – | -$4K | -41 | Closed |
|
| 2032 |
ST
2032
Somerset Trust
Somerset,
Pennsylvania
| – | -$4K | -36 | Closed |
|
| 2033 |
2033
Financial Engines Advisors
Santa Clara,
California
| – | -$4K | -35 | Closed |
|