Defined Financial Planning’s Walt Disney DIS Stock Holding History

Defined 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
2025 Q1	–	Sell	-2,062	Closed	-$230K	–	82
2024 Q4	$230K	Buy	+2,062	New	+$217K	0.25%	64

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Defined Financial Planning's DIS Position: Q1 2025 in Review

Defined Financial Planning sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,062 shares — an estimated $230K sold.

Defined Financial Planning first reported a position in DIS in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Defined Financial Planning reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Defined Financial Planning sold 2,062 Walt Disney shares in Q1 2025, an estimated $230K.
Defined Financial Planning first reported a position in Walt Disney in Q4 2024 and held it in 1 quarter.
Defined Financial Planning's Walt Disney position peaked at $230K in Q4 2024.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Defined Financial Planning's 13F filing for Q1 2025, filed 16 Apr 2025.