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EnRich Financial Partners’s Walt Disney DIS Stock Holding History

EnRich Financial Partners’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-258
Closed -$28.8K – 95
2024
Q4 		$28.8K Hold
258
– – 0.01% 127
2024
Q3 		$24.9K Buy
258
+7
+3% +$644 0.01% 127
2024
Q2 		$24.9K Hold
251
– – 0.01% 128
2024
Q1 		$30.7K Buy
+251
New +$26.2K 0.01% 113

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EnRich Financial Partners's DIS Position: Q1 2025 in Review

EnRich Financial Partners sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 258 shares — an estimated $28.8K sold.

EnRich Financial Partners first reported a position in DIS in Q1 2024 and held it in 4 quarters. The position peaked at $30.7K in Q1 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • EnRich Financial Partners reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 258 Walt Disney shares in Q1 2025, an estimated $28.8K.
  • EnRich Financial Partners first reported a position in Walt Disney in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Walt Disney position peaked at $30.7K in Q1 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.