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Planned Solutions’s Walt Disney DIS Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-582
Closed -$56K – 241
2024
Q3 		$56K Buy
+582
New +$53.5K 0.02% 290
2024
Q1 		– Sell
-285
Closed -$25.7K – 204
2023
Q4 		$25.7K Buy
+285
New +$25.1K 0.01% 354
2021
Q1 		– Sell
-110
Closed -$20K – 148
2020
Q4 		$20K Sell
110
-589
-84% -$84.5K 0.02% 284
2020
Q3 		$87K Buy
+699
New +$87.4K 0.09% 88

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's DIS Position: Q4 2024 in Review

Planned Solutions sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 582 shares — an estimated $56K sold.

Planned Solutions first reported a position in DIS in Q3 2020 and held it in 4 quarters. The position peaked at $87K in Q3 2020. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Planned Solutions reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 582 Walt Disney shares in Q4 2024, an estimated $56K.
  • Planned Solutions first reported a position in Walt Disney in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Walt Disney position peaked at $87K in Q3 2020.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.