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Financial Life Planners’s Walt Disney DIS Stock Holding History

Financial Life Planners’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 		$4.49K Hold
47
– – ﹤0.01% 268
2026
Q1 		$4.5K Buy
+47
New +$4.97K ﹤0.01% 271
2025
Q4 		– Sell
-54
Closed -$6.22K – 128
2025
Q3 		$6.22K Buy
+54
New +$6.36K ﹤0.01% 266
2025
Q1 		– Sell
-143
Closed -$16.1K – 165
2024
Q4 		$16.1K Buy
+143
New +$15K 0.01% 228

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Life Planners's DIS Position: Q2 2026 in Review

Financial Life Planners held its Walt Disney (DIS) position steady in Q2 2026 at 47 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Financial Life Planners first reported a position in DIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.1K in Q4 2024. 1,364 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Financial Life Planners held 47 shares of Walt Disney worth $4.49K as of Q2 2026.
  • Financial Life Planners left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #268 holding.
  • Financial Life Planners first reported a position in Walt Disney in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Walt Disney position peaked at $16.1K in Q4 2024.
  • 1,364 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.