Avantax Planning Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $770K | Sell |
8,005
-160
| -2% | -$16.3K | 0.02% | 226 |
|
|
2026
Q1 | $787K | Buy |
8,165
+1,105
| +16% | +$117K | 0.02% | 219 |
|
|
2025
Q4 | $803K | Sell |
7,060
-738
| -9% | -$81.3K | 0.02% | 214 |
|
|
2025
Q3 | $893K | Buy |
7,798
+1,005
| +15% | +$118K | 0.03% | 204 |
|
|
2025
Q2 | $842K | Buy |
6,793
+249
| +4% | +$25.9K | 0.03% | 206 |
|
|
2025
Q1 | $646K | Sell |
6,544
-3,739
| -36% | -$402K | 0.02% | 221 |
|
|
2024
Q4 | $1.15M | Sell |
10,283
-141
| -1% | -$14.8K | 0.04% | 172 |
|
|
2024
Q3 | $1M | Sell |
10,424
-1,474
| -12% | -$136K | 0.04% | 179 |
|
|
2024
Q2 | $1.18M | Sell |
11,898
-457
| -4% | -$49.2K | 0.04% | 193 |
|
|
2024
Q1 | $1.51M | Buy |
12,355
+309
| +3% | +$32.3K | 0.05% | 173 |
|
|
2023
Q4 | $1.09M | Sell |
12,046
-316
| -3% | -$27.9K | 0.04% | 166 |
|
|
2023
Q3 | $1M | Sell |
12,362
-283
| -2% | -$24.2K | 0.04% | 160 |
|
|
2023
Q2 | $1.13M | Sell |
12,645
-554
| -4% | -$52.5K | 0.04% | 154 |
|
|
2023
Q1 | $1.32M | Sell |
13,199
-188
| -1% | -$19K | 0.05% | 142 |
|
|
2022
Q4 | $1.16M | Sell |
13,387
-1,137
| -8% | -$109K | 0.05% | 148 |
|
|
2022
Q3 | $1.37M | Buy |
14,524
+238
| +2% | +$25.5K | 0.06% | 117 |
|
|
2022
Q2 | $1.35M | Sell |
14,286
-58
| -0.4% | -$6.44K | 0.06% | 124 |
|
|
2022
Q1 | $1.97M | Sell |
14,344
-56
| -0.4% | -$8.1K | 0.08% | 105 |
|
|
2021
Q4 | $2.23M | Buy |
14,400
+256
| +2% | +$41.3K | 0.09% | 93 |
|
|
2021
Q3 | $2.39M | Sell |
14,144
-404
| -3% | -$72K | 0.11% | 77 |
|
|
2021
Q2 | $2.56M | Sell |
14,548
-1,852
| -11% | -$333K | 0.12% | 72 |
|
|
2021
Q1 | $3.03M | Sell |
16,400
-1,527
| -9% | -$282K | 0.16% | 56 |
|
|
2020
Q4 | $3.25M | Buy |
17,927
+1,330
| +8% | +$191K | 0.17% | 47 |
|
|
2020
Q3 | $2.06M | Sell |
16,597
-379
| -2% | -$47.4K | 0.11% | 82 |
|
|
2020
Q2 | $1.89M | Buy |
16,976
+1,797
| +12% | +$198K | 0.11% | 81 |
|
|
2020
Q1 | $1.47M | Sell |
15,179
-1,353
| -8% | -$171K | 0.1% | 80 |
|
|
2019
Q4 | $2.39M | Buy |
16,532
+332
| +2% | +$46.3K | 0.14% | 59 |
|
|
2019
Q3 | $2.11M | Sell |
16,200
-87
| -0.5% | -$12K | 0.13% | 63 |
|
|
2019
Q2 | $2.3M | Sell |
16,287
-1,417
| -8% | -$188K | 0.15% | 59 |
|
|
2019
Q1 | $1.97M | Buy |
17,704
+3,019
| +21% | +$337K | 0.14% | 65 |
|
|
2018
Q4 | $1.61M | Buy |
14,685
+43
| +0.3% | +$4.89K | 0.12% | 72 |
|
|
2018
Q3 | $1.71M | Buy |
14,642
+353
| +2% | +$39.3K | 0.14% | 58 |
|
|
2018
Q2 | $1.5M | Buy |
14,289
+494
| +4% | +$50.5K | 0.13% | 59 |
|
|
2018
Q1 | $1.39M | Buy |
13,795
+2,016
| +17% | +$214K | 0.12% | 76 |
|
|
2017
Q4 | $1.27M | Sell |
11,779
-6,223
| -35% | -$641K | 0.12% | 80 |
|
|
2017
Q3 | $1.77M | Sell |
18,002
-817
| -4% | -$84K | 0.14% | 70 |
|
|
2017
Q2 | $2M | Buy |
18,819
+2,999
| +19% | +$328K | 0.17% | 63 |
|
|
2017
Q1 | $1.79M | Sell |
15,820
-815
| -5% | -$89.7K | 0.16% | 57 |
|
|
2016
Q4 | $1.73M | Buy |
+16,635
| New | +$1.62M | 0.19% | 50 |
|
Other funds holding DIS
Avantax Planning Partners's DIS Position: Q2 2026 in Review
Avantax Planning Partners reduced its Walt Disney (DIS) stake by 2% in Q2 2026, selling an estimated $16.3K and leaving 8,005 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #226.
Avantax Planning Partners first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.25M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Avantax Planning Partners held 8,005 shares of Walt Disney worth $770K as of Q2 2026.
- Avantax Planning Partners sold 160 Walt Disney shares in Q2 2026, an estimated $16.3K.
- Walt Disney made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #226 holding.
- Avantax Planning Partners first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Walt Disney position peaked at $3.25M in Q4 2020.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.