MFS
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Mattson Financial Services’s Walt Disney DIS Stock Holding History

Mattson Financial Services’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
-8,306
Closed -$951K – 187
2025
Q3 		$951K Buy
+8,306
New +$978K 0.23% 112

Other funds holding DIS

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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

Mattson Financial Services's DIS Position: Q4 2025 in Review

Mattson Financial Services sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 8,306 shares — an estimated $951K sold.

Mattson Financial Services first reported a position in DIS in Q3 2025 and held it in 1 quarter. The position peaked at $951K in Q3 2025. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Mattson Financial Services reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Mattson Financial Services sold 8,306 Walt Disney shares in Q4 2025, an estimated $951K.
  • Mattson Financial Services first reported a position in Walt Disney in Q3 2025 and held it in 1 quarter.
  • Mattson Financial Services's Walt Disney position peaked at $951K in Q3 2025.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Mattson Financial Services's 13F filing for Q4 2025, filed 12 Feb 2026.