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Holistic Planning’s Walt Disney DIS Stock Holding History

Holistic 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
Q1 		– Sell
-2,418
Closed -$275K – 298
2025
Q4 		$275K Buy
2,418
+505
+26% +$55.6K 0.06% 233
2025
Q3 		$219K Sell
1,913
-270
-12% -$31.8K 0.06% 214
2025
Q2 		$271K Buy
+2,183
New +$227K 0.08% 184
2025
Q1 		– Sell
-1,881
Closed -$209K – 192
2024
Q4 		$209K Buy
+1,881
New +$198K 0.08% 165

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Planning's DIS Position: Q1 2026 in Review

Holistic Planning sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,418 shares — an estimated $275K sold.

Holistic Planning first reported a position in DIS in Q4 2024 and held it in 4 quarters. The position peaked at $275K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Holistic Planning reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 2,418 Walt Disney shares in Q1 2026, an estimated $275K.
  • Holistic Planning first reported a position in Walt Disney in Q4 2024 and held it in 4 quarters.
  • Holistic Planning's Walt Disney position peaked at $275K in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.