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Walt Disney Company shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Strategies 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 3.2k 114.50
2025-06-30 $407k 3.3k 124.01
2025-03-31 $1.3M 14k 98.70
2024-12-31 $923k 8.4k 109.41

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
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Ishares Tr Msci Eafe Etf (EFA)
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NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Northern Trust
Ubs Global Asset Management Americas
Jennison Associates
Invesco
Ameriprise Financial
Bank of New York Mellon
Nuveen

View all funds holding Walt Disney Company