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Walt Disney Company shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $78k 814 96.19
2024-06-30 $81k 813 99.31
2024-03-31 $108k 881 122.40
2023-12-31 $80k 881 90.24
2023-09-30 $72k 886 81.01
2023-06-30 $79k 881 89.23

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Amundi
Susquehanna International
Jennison Associates
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company