Litman Gregory Wealth Management’s Walt Disney DIS Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$56.9K	Buy	+500	New	+$55.1K	﹤0.01%	224
2024 Q4	–	Sell	-3,700	Closed	-$356K	–	138
2024 Q3	$356K	Sell	3,700 -600	-14%	-$55.2K	0.03%	107
2024 Q2	$427K	Sell	4,300 -500	-10%	-$53.8K	0.04%	95
2024 Q1	$587K	Hold	4,800	–	–	0.05%	83
2023 Q4	$433K	Sell	4,800 -123	-2%	-$10.8K	0.04%	88
2023 Q3	$399K	Buy	+4,923	New	+$420K	0.04%	92
2021 Q2	–	Sell	-97	Closed	-$18K	–	99
2021 Q1	$18K	Hold	97	–	–	﹤0.01%	136
2020 Q4	$18K	Buy	97 +92	+1,840%	+$13.2K	﹤0.01%	135
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	200
2020 Q2	$1K	Buy	+5	New	+$552	﹤0.01%	166
2019 Q4	–	Sell	-12	Closed	-$2K	–	223
2019 Q3	$2K	Sell	12 -13	-52%	-$1.8K	﹤0.01%	174
2019 Q2	$3K	Buy	+25	New	+$3.32K	﹤0.01%	196
2019 Q1	–	Sell	-230	Closed	-$25K	–	138
2018 Q4	$25K	Buy	+230	New	+$26.2K	0.01%	90

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's DIS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Walt Disney (DIS) in Q4 2025: 500 shares worth $56.9K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in DIS as recently as Q3 2024.

Litman Gregory Wealth Management first reported a position in DIS in Q4 2018 and has held it in 13 quarters since. The position peaked at $587K in Q1 2024. 3,181 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Litman Gregory Wealth Management held 500 shares of Walt Disney worth $56.9K as of Q4 2025.
Walt Disney was a new Litman Gregory Wealth Management position in Q4 2025.
Walt Disney made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #224 holding.
Litman Gregory Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 13 quarters since.
Litman Gregory Wealth Management's Walt Disney position peaked at $587K in Q1 2024.
3,181 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.