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Walt Disney Company shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 31k 96.94
2023-09-30 $2.7M 34k 81.05
2023-06-30 $2.4M 27k 89.28
2023-03-31 $2.4M 24k 100.13
2022-12-31 $1.1M 13k 86.88

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Walt Disney Company

Vanguard Group
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Royal Bank of Canada
Legal & General Group
Amundi
Bank of New York Mellon
Franklin Resources
Newport Trust
Goldman Sachs Group
T. Rowe Price Associates
Massachusetts Financial Services

View all funds holding Walt Disney Company