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Walt Disney Company shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Walt Disney Company by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 19k 96.19
2024-03-31 $1.9M 16k 122.36
2023-12-31 $627k 6.9k 90.29
2022-12-31 $1.0M 12k 86.88
2022-09-30 $1.1M 12k 94.30

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View all positions for Icon Wealth Advisors

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