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Plan A Wealth’s Walt Disney DIS Stock Holding History

Plan A Wealth’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
Q2 		$236K Hold
2,455
– – 0.1% 158
2026
Q1 		$237K Buy
2,455
+259
+12% +$27.4K 0.11% 143
2025
Q4 		$250K Hold
2,196
– – 0.12% 136
2025
Q3 		$251K Hold
2,196
– – 0.13% 129
2025
Q2 		$272K Hold
2,196
– – 0.15% 117
2025
Q1 		$217K Buy
2,196
+1
+0% +$107 0.17% 100
2024
Q4 		$244K Buy
+2,195
New +$231K 0.22% 74

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Plan A Wealth's DIS Position: Q2 2026 in Review

Plan A Wealth held its Walt Disney (DIS) position steady in Q2 2026 at 2,455 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #158.

Plan A Wealth first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Plan A Wealth held 2,455 shares of Walt Disney worth $236K as of Q2 2026.
  • Plan A Wealth left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #158 holding.
  • Plan A Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's Walt Disney position peaked at $272K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.