Planning Strategies’s Walt Disney DIS Stock Holding History

Planning Strategies’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	$155K	Buy	1,476 +3	+0.2%	+$307	0.09%	79
2026 Q2	$142K	Buy	+1,473	New	+$150K	0.09%	86

Other funds holding DIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Planning Strategies's DIS Position: Q3 2026 in Review

Planning Strategies increased its Walt Disney (DIS) stake by 0.2% in Q3 2026, buying an estimated $307 and bringing the position to 1,476 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #79.

Planning Strategies first reported a position in DIS in Q2 2026 and has held it in 2 quarters since. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Planning Strategies held 1,476 shares of Walt Disney worth $155K as of Q3 2026.
Planning Strategies bought 3 Walt Disney shares in Q3 2026, an estimated $307.
Walt Disney made up 0.09% of Planning Strategies's portfolio in Q3 2026, its #79 holding.
Planning Strategies first reported a position in Walt Disney in Q2 2026 and has held it in 2 quarters since.
2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.