Action Point Financial Planning’s Walt Disney DIS Stock Holding History

Action Point Financial Planning’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 Q2	$146K	Buy	+1,523	New	+$155K	0.01%	506

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's DIS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Walt Disney (DIS) in Q2 2026: 1,523 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

2,922 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Action Point Financial Planning held 1,523 shares of Walt Disney worth $146K as of Q2 2026.
Walt Disney was a new Action Point Financial Planning position in Q2 2026.
Walt Disney made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #506 holding.
2,922 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.