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Walt Disney Company shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Moss Adams 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 Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $483k 4.3k 111.84
2024-09-30 $408k 4.2k 96.19
2024-06-30 $382k 3.8k 99.29
2024-03-31 $408k 3.3k 122.36
2023-12-31 $223k 2.5k 90.59

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Moss Adams Wealth Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Jennison Associates
Amundi
Alliancebernstein
Susquehanna International
Nuveen Asset Management
Bank of New York Mellon

View all funds holding Walt Disney Company