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Family Legacy Financial Solutions’s Walt Disney DIS Stock Holding History

Family Legacy Financial Solutions’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
Q4 		– Sell
-82
Closed -$9.36K – 91
2025
Q3 		$9.36K Sell
82
-2
-2% -$236 0.01% 162
2025
Q2 		$10.5K Buy
+84
New +$8.73K 0.01% 147

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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Norges Bank
Norges Bank Oslo, Norway $1T AUM

Family Legacy Financial Solutions's DIS Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 82 shares — an estimated $9.36K sold.

Family Legacy Financial Solutions first reported a position in DIS in Q2 2025 and held it in 2 quarters. The position peaked at $10.5K in Q2 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 82 Walt Disney shares in Q4 2025, an estimated $9.36K.
  • Family Legacy Financial Solutions first reported a position in Walt Disney in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Walt Disney position peaked at $10.5K in Q2 2025.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.