FWM
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Forefront Wealth Management’s Walt Disney DIS Stock Holding History

Forefront Wealth Management’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
-1,830
Closed -$210K – 73
2025
Q3 		$210K Buy
+1,830
New +$216K 0.15% 65

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Forefront Wealth Management's DIS Position: Q4 2025 in Review

Forefront Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,830 shares — an estimated $210K sold.

Forefront Wealth Management first reported a position in DIS in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Forefront Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Management sold 1,830 Walt Disney shares in Q4 2025, an estimated $210K.
  • Forefront Wealth Management first reported a position in Walt Disney in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Management's Walt Disney position peaked at $210K in Q3 2025.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.