FWP
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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

OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return