HAP
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Harbor Asset Planning’s Walt Disney DIS Stock Holding History

Harbor Asset 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 		$29K Hold
301
– – 0.02% 279
2026
Q1 		$29K Hold
301
– – 0.02% 263
2025
Q4 		$34.3K Hold
301
– – 0.03% 239
2025
Q3 		$34.5K Hold
301
– – 0.03% 226
2025
Q2 		$37.4K Buy
+301
New +$31.3K 0.04% 207

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $169M AUM 5.49% 1-Year Est. Return

Harbor Asset Planning's DIS Position: Q2 2026 in Review

Harbor Asset Planning held its Walt Disney (DIS) position steady in Q2 2026 at 301 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #279.

Harbor Asset Planning first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.4K in Q2 2025. 800 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Harbor Asset Planning held 301 shares of Walt Disney worth $29K as of Q2 2026.
  • Harbor Asset Planning left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #279 holding.
  • Harbor Asset Planning first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Walt Disney position peaked at $37.4K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.