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Future Financial Wealth Management’s Walt Disney DIS Stock Holding History

Future Financial 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
-2,277
Closed -$261K – 196
2025
Q3 		$261K Sell
2,277
-99
-4% -$11.7K 0.16% 99
2025
Q2 		$295K Buy
2,376
+100
+4% +$10.4K 0.2% 86
2025
Q1 		$225K Buy
2,276
+5
+0.2% +$537 0.16% 104
2024
Q4 		$253K Buy
2,271
+10
+0.4% +$1.05K 0.18% 93
2024
Q3 		$217K Buy
2,261
+205
+10% +$18.9K 0.16% 112
2024
Q2 		$204K Buy
2,056
+150
+8% +$16.1K 0.18% 110
2024
Q1 		$233K Buy
+1,906
New +$199K 0.18% 97
2023
Q4 		– Sell
-2,945
Closed -$239K – 113
2023
Q3 		$239K Sell
2,945
-500
-15% -$42.7K 0.26% 88
2023
Q2 		$308K Buy
3,445
+396
+13% +$37.5K 0.32% 79
2023
Q1 		$304K Buy
+3,049
New +$307K 0.34% 78
2022
Q4 		– Sell
-2,595
Closed -$245K – 119
2022
Q3 		$245K Sell
2,595
-51
-2% -$5.46K 0.28% 91
2022
Q2 		$363K Hold
2,646
– – 0.35% 83
2022
Q1 		$363K Buy
2,646
+127
+5% +$18.4K 0.3% 83
2021
Q4 		$395K Hold
2,519
– – 0.32% 76
2021
Q3 		$443K Hold
2,519
– – 0.46% 68
2021
Q2 		$443K Buy
2,519
+50
+2% +$8.99K 0.46% 68
2021
Q1 		$456K Sell
2,469
-1,650
-40% -$304K 0.52% 60
2020
Q4 		$746K Buy
+4,119
New +$591K 0.86% 32

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

Future Financial Wealth Management's DIS Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,277 shares — an estimated $261K sold.

Future Financial Wealth Management first reported a position in DIS in Q4 2020 and held it in 18 quarters. The position peaked at $746K in Q4 2020. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 2,277 Walt Disney shares in Q4 2025, an estimated $261K.
  • Future Financial Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 18 quarters.
  • Future Financial Wealth Management's Walt Disney position peaked at $746K in Q4 2020.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.