PD
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Planning Directions’s Walt Disney DIS Stock Holding History

Planning Directions’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
2025
Q2 		– Sell
-3,305
Closed -$326K – 89
2025
Q1 		$326K Buy
+3,305
New +$355K 0.14% 91
2023
Q1 		– Sell
-2,354
Closed -$204K – 73
2022
Q4 		$204K Sell
2,354
-50
-2% -$4.78K 0.16% 69
2022
Q3 		$227K Sell
2,404
-167
-6% -$17.9K 0.18% 58
2022
Q2 		$243K Sell
2,571
-676
-21% -$75K 0.19% 58
2022
Q1 		$445K Buy
3,247
+154
+5% +$22.3K 0.31% 43
2021
Q4 		$479K Sell
3,093
-125
-4% -$20.2K 0.32% 42
2021
Q3 		$544K Hold
3,218
– – 0.4% 39
2021
Q2 		$566K Buy
3,218
+147
+5% +$26.4K 0.41% 36
2021
Q1 		$567K Sell
3,071
-75
-2% -$13.8K 0.45% 35
2020
Q4 		$570K Hold
3,146
– – 0.46% 33
2020
Q3 		$390K Buy
3,146
+59
+2% +$7.38K 0.34% 40
2020
Q2 		$344K Sell
3,087
-6,780
-69% -$749K 0.32% 42
2020
Q1 		$953K Buy
9,867
+7,759
+368% +$981K 1.34% 22
2019
Q4 		$305K Buy
2,108
+237
+13% +$33.1K 0.28% 41
2019
Q3 		$244K Sell
1,871
-169
-8% -$23.4K 0.23% 47
2019
Q2 		$285K Buy
+2,040
New +$271K 0.29% 45

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Directions's DIS Position: Q2 2025 in Review

Planning Directions sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 3,305 shares — an estimated $326K sold.

Planning Directions first reported a position in DIS in Q2 2019 and held it in 16 quarters. The position peaked at $953K in Q1 2020. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Planning Directions reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 3,305 Walt Disney shares in Q2 2025, an estimated $326K.
  • Planning Directions first reported a position in Walt Disney in Q2 2019 and held it in 16 quarters.
  • Planning Directions's Walt Disney position peaked at $953K in Q1 2020.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.