Intrepid Financial Planning Group’s Walt Disney DIS Stock Holding History

Intrepid Financial Planning Group’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	-2,460	Closed	-$280K	–	129
2025 Q4	$280K	Sell	2,460 -55	-2%	-$6.06K	0.11%	100
2025 Q3	$288K	Hold	2,515	–	–	0.11%	102
2025 Q2	$312K	Sell	2,515 -120	-5%	-$12.5K	0.13%	94
2025 Q1	$260K	Sell	2,635 -100	-4%	-$10.7K	0.12%	100
2024 Q4	$305K	Sell	2,735 -125	-4%	-$13.1K	0.13%	94
2024 Q3	$275K	Sell	2,860 -215	-7%	-$19.8K	0.12%	101
2024 Q2	$305K	Sell	3,075 -2	-0.1%	-$215	0.13%	97
2024 Q1	$377K	Sell	3,077 -3	-0.1%	-$313	0.16%	86
2023 Q4	$278K	Sell	3,080 -412	-12%	-$36.3K	0.13%	96
2023 Q3	$283K	Sell	3,492 -55	-2%	-$4.7K	0.15%	85
2023 Q2	$317K	Sell	3,547 -113	-3%	-$10.7K	0.15%	85
2023 Q1	$366K	Sell	3,660 -115	-3%	-$11.6K	0.18%	78
2022 Q4	$328K	Sell	3,775 -175	-4%	-$16.7K	0.18%	78
2022 Q3	$373K	Sell	3,950 -175	-4%	-$18.7K	0.21%	65
2022 Q2	$389K	Buy	+4,125	New	+$458K	0.21%	67

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intrepid Financial Planning Group's DIS Position: Q1 2026 in Review

Intrepid Financial Planning Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,460 shares — an estimated $280K sold.

Intrepid Financial Planning Group first reported a position in DIS in Q2 2022 and held it in 15 quarters. The position peaked at $389K in Q2 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Intrepid Financial Planning Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Intrepid Financial Planning Group sold 2,460 Walt Disney shares in Q1 2026, an estimated $280K.
Intrepid Financial Planning Group first reported a position in Walt Disney in Q2 2022 and held it in 15 quarters.
Intrepid Financial Planning Group's Walt Disney position peaked at $389K in Q2 2022.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.