Harbor Asset Planning
DIS icon

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
Q3 		$31.6K Hold
301
– – 0.02% 270
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Harbor Asset Planning's DIS Position: Q3 2026 in Review

Harbor Asset Planning held its Walt Disney (DIS) position steady in Q3 2026 at 301 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #270.

Harbor Asset Planning first reported a position in DIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $37.4K in Q2 2025. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Harbor Asset Planning held 301 shares of Walt Disney worth $31.6K as of Q3 2026.
  • Harbor Asset Planning left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #270 holding.
  • Harbor Asset Planning first reported a position in Walt Disney in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Walt Disney position peaked at $37.4K in Q2 2025.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.