WCP
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Wealthcare Capital Partners’s Walt Disney DIS Stock Holding History

Wealthcare Capital 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
-1,809
Closed -$207K – 152
2025
Q3 		$207K Sell
1,809
-300
-14% -$35.3K 0.1% 143
2025
Q2 		$261K Sell
2,109
-289
-12% -$30K 0.13% 120
2025
Q1 		$237K Sell
2,398
-65
-3% -$6.99K 0.12% 117
2024
Q4 		$274K Buy
+2,463
New +$259K 0.14% 100

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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

Wealthcare Capital Partners's DIS Position: Q4 2025 in Review

Wealthcare Capital Partners sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,809 shares — an estimated $207K sold.

Wealthcare Capital Partners first reported a position in DIS in Q4 2024 and held it in 4 quarters. The position peaked at $274K in Q4 2024. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Wealthcare Capital Partners reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Capital Partners sold 1,809 Walt Disney shares in Q4 2025, an estimated $207K.
  • Wealthcare Capital Partners first reported a position in Walt Disney in Q4 2024 and held it in 4 quarters.
  • Wealthcare Capital Partners's Walt Disney position peaked at $274K in Q4 2024.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Wealthcare Capital Partners's 13F filing for Q4 2025, filed 14 Jan 2026.