Next Level Wealth Planning’s Walt Disney DIS Stock Holding History

Next Level Wealth 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	$52.4K	Buy	+499	New	+$51.1K	0.02%	168

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Next Level Wealth Planning's DIS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Walt Disney (DIS) in Q3 2026: 499 shares worth $52.4K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings.

1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Next Level Wealth Planning held 499 shares of Walt Disney worth $52.4K as of Q3 2026.
Walt Disney was a new Next Level Wealth Planning position in Q3 2026.
Walt Disney made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #168 holding.
1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.