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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
Q3 		$250K Sell
2,380
-75
-3% -$7.68K 0.09% 162
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's DIS Position: Q3 2026 in Review

Plan A Wealth reduced its Walt Disney (DIS) stake by 3.1% in Q3 2026, selling an estimated $7.68K and leaving 2,380 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #162.

Plan A Wealth first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $272K in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Plan A Wealth held 2,380 shares of Walt Disney worth $250K as of Q3 2026.
  • Plan A Wealth sold 75 Walt Disney shares in Q3 2026, an estimated $7.68K.
  • Walt Disney made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #162 holding.
  • Plan A Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Walt Disney position peaked at $272K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.