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Asset Planning Inc’s Walt Disney DIS Stock Holding History

Asset Planning Inc’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 		$242K Sell
2,513
-352
-12% -$35.9K 0.16% 80
2026
Q1 		$276K Sell
2,865
-244
-8% -$25.8K 0.2% 66
2025
Q4 		$354K Sell
3,109
-305
-9% -$33.6K 0.25% 57
2025
Q3 		$391K Sell
3,414
-92
-3% -$10.8K 0.28% 55
2025
Q2 		$435K Sell
3,506
-153
-4% -$15.9K 0.33% 49
2025
Q1 		$361K Sell
3,659
-89
-2% -$9.56K 0.28% 56
2024
Q4 		$417K Buy
+3,748
New +$394K 0.32% 51

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's DIS Position: Q2 2026 in Review

Asset Planning Inc reduced its Walt Disney (DIS) stake by 12% in Q2 2026, selling an estimated $35.9K and leaving 2,513 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #80.

Asset Planning Inc first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Asset Planning Inc held 2,513 shares of Walt Disney worth $242K as of Q2 2026.
  • Asset Planning Inc sold 352 Walt Disney shares in Q2 2026, an estimated $35.9K.
  • Walt Disney made up 0.16% of Asset Planning Inc's portfolio in Q2 2026, its #80 holding.
  • Asset Planning Inc first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Walt Disney position peaked at $435K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.