Essential Planning’s Walt Disney DIS Stock Holding History

Essential 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	-56,566	Closed	-$5.93M	–	134
2024 Q4	$5.93M	Buy	+56,566	New	+$5.94M	0.04%	106

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

Essential Planning's DIS Position: Q1 2025 in Review

Essential Planning sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 56,566 shares — an estimated $5.93M sold.

Essential Planning first reported a position in DIS in Q4 2024 and held it in 1 quarter. The position peaked at $5.93M in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Essential Planning reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 56,566 Walt Disney shares in Q1 2025, an estimated $5.93M.
Essential Planning first reported a position in Walt Disney in Q4 2024 and held it in 1 quarter.
Essential Planning's Walt Disney position peaked at $5.93M in Q4 2024.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.