FWP
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Fiduciary Wealth Partners’s Walt Disney DIS Stock Holding History

Fiduciary Wealth 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
Q4 		– Sell
-1,771
Closed -$203K – 91
2025
Q3 		$203K Buy
1,771
+1,622
+1,089% +$191K 0.09% 91
2025
Q2 		$18.5K Buy
+149
New +$15.5K 0.02% 66

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Wealth Partners's DIS Position: Q4 2025 in Review

Fiduciary Wealth Partners sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,771 shares — an estimated $203K sold.

Fiduciary Wealth Partners first reported a position in DIS in Q2 2025 and held it in 2 quarters. The position peaked at $203K in Q3 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Fiduciary Wealth Partners reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 1,771 Walt Disney shares in Q4 2025, an estimated $203K.
  • Fiduciary Wealth Partners first reported a position in Walt Disney in Q2 2025 and held it in 2 quarters.
  • Fiduciary Wealth Partners's Walt Disney position peaked at $203K in Q3 2025.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Fiduciary Wealth Partners's 13F filing for Q4 2025, filed 28 Jan 2026.