Estate Planners Group’s Walt Disney DIS Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-1,806	Closed	-$205K	–	153
2025 Q4	$205K	Buy	+1,806	New	+$199K	0.09%	73

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Estate Planners Group's DIS Position: Q1 2026 in Review

Estate Planners Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,806 shares — an estimated $205K sold.

Estate Planners Group first reported a position in DIS in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Estate Planners Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,806 Walt Disney shares in Q1 2026, an estimated $205K.
Estate Planners Group first reported a position in Walt Disney in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Walt Disney position peaked at $205K in Q4 2025.
3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.