Superior Planning, LLC’s Walt Disney DIS Stock Holding History

Superior Planning, LLC’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
2026 Q3	$125K	Buy	+1,189	New	+$122K	0.05%	215

Other funds holding DIS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's DIS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Walt Disney (DIS) in Q3 2026: 1,189 shares worth $125K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings.

2,267 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Superior Planning, LLC held 1,189 shares of Walt Disney worth $125K as of Q3 2026.
Walt Disney was a new Superior Planning, LLC position in Q3 2026.
Walt Disney made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #215 holding.
2,267 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.