FWP
DIS icon

Falcon Wealth Planning’s Walt Disney DIS Stock Holding History

Falcon Wealth 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
2026
Q2 		$365K Sell
3,793
-831
-18% -$84.7K 0.02% 172
2026
Q1 		$446K Buy
4,624
+740
+19% +$78.2K 0.03% 138
2025
Q4 		$442K Buy
3,884
+432
+13% +$47.6K 0.04% 130
2025
Q3 		$395K Sell
3,452
-110
-3% -$13K 0.04% 129
2025
Q2 		$442K Sell
3,562
-247
-6% -$25.7K 0.04% 109
2025
Q1 		$376K Buy
3,809
+138
+4% +$14.8K 0.04% 118
2024
Q4 		$409K Buy
3,671
+515
+16% +$54.1K 0.05% 113
2024
Q3 		$304K Buy
3,156
+100
+3% +$9.2K 0.04% 120
2024
Q2 		$303K Buy
3,056
+126
+4% +$13.6K 0.04% 108
2024
Q1 		$359K Sell
2,930
-435
-13% -$45.4K 0.06% 101
2023
Q4 		$304K Buy
+3,365
New +$297K 0.05% 101

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

Falcon Wealth Planning's DIS Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Walt Disney (DIS) stake by 18% in Q2 2026, selling an estimated $84.7K and leaving 3,793 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #172.

Falcon Wealth Planning first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $446K in Q1 2026. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Falcon Wealth Planning held 3,793 shares of Walt Disney worth $365K as of Q2 2026.
  • Falcon Wealth Planning sold 831 Walt Disney shares in Q2 2026, an estimated $84.7K.
  • Walt Disney made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #172 holding.
  • Falcon Wealth Planning first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Falcon Wealth Planning's Walt Disney position peaked at $446K in Q1 2026.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.