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

FSA 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
Q3 		$60.3K Hold
526
– – 0.02% 143
2025
Q2 		$65.3K Sell
526
-2
-0.4% -$208 0.03% 127
2025
Q1 		$52.1K Hold
528
– – 0.02% 151
2024
Q4 		$58.8K Hold
528
– – 0.02% 138
2024
Q3 		$50.8K Buy
+528
New +$48.6K 0.02% 160
2024
Q1 		$70.8K Hold
578
– – 0.03% 114
2023
Q4 		$52K Buy
+578
New +$51K 0.02% 137
2021
Q1 		– Sell
-2,571
Closed -$466K – 102
2020
Q4 		$466K Hold
2,571
– – 0.23% 26
2020
Q3 		$319K Hold
2,571
– – 0.21% 33
2020
Q2 		$287K Sell
2,571
-16
-0.6% -$1.77K 0.2% 34
2020
Q1 		$250K Hold
2,587
– – 0.21% 37
2019
Q4 		$374K Buy
+2,587
New +$361K 0.26% 27

Other funds holding DIS

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

FSA Wealth Management's DIS Position: Q3 2025 in Review

FSA Wealth Management held its Walt Disney (DIS) position steady in Q3 2025 at 526 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #143.

FSA Wealth Management first reported a position in DIS in Q4 2019 and has held it in 12 quarters since. The position peaked at $466K in Q4 2020. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • FSA Wealth Management held 526 shares of Walt Disney worth $60.3K as of Q3 2025.
  • FSA Wealth Management left its Walt Disney share count unchanged in Q3 2025.
  • Walt Disney made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #143 holding.
  • FSA Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 12 quarters since.
  • FSA Wealth Management's Walt Disney position peaked at $466K in Q4 2020.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.