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Planning Alternatives’s Walt Disney DIS Stock Holding History

Planning Alternatives’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
Q1 		– Sell
-1,997
Closed -$227K – 113
2025
Q4 		$227K Buy
1,997
+142
+8% +$15.6K 0.03% 84
2025
Q3 		$212K Sell
1,855
-15
-0.8% -$1.77K 0.03% 84
2025
Q2 		$232K Buy
+1,870
New +$194K 0.03% 72
2019
Q3 		– Sell
-1,738
Closed -$243K – 51
2019
Q2 		$243K Buy
+1,738
New +$230K 0.04% 46
2018
Q1 		– Sell
-2,463
Closed -$265K – 41
2017
Q4 		$265K Buy
+2,463
New +$254K 0.05% 44
2017
Q2 		– Sell
-1,796
Closed -$204K – 55
2017
Q1 		$204K Buy
+1,796
New +$198K 0.04% 48

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Alternatives's DIS Position: Q1 2026 in Review

Planning Alternatives sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,997 shares — an estimated $227K sold.

Planning Alternatives first reported a position in DIS in Q1 2017 and held it in 6 quarters. The position peaked at $265K in Q4 2017. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Planning Alternatives reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Planning Alternatives sold 1,997 Walt Disney shares in Q1 2026, an estimated $227K.
  • Planning Alternatives first reported a position in Walt Disney in Q1 2017 and held it in 6 quarters.
  • Planning Alternatives's Walt Disney position peaked at $265K in Q4 2017.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.