PlanVest Financial’s Walt Disney DIS Stock Holding History

PlanVest Financial’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 Q2	$60.6K	Hold	629	–	–	0.04%	198
2026 Q1	$60.6K	Buy	+629	New	+$66.5K	0.05%	188

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's DIS Position: Q2 2026 in Review

PlanVest Financial held its Walt Disney (DIS) position steady in Q2 2026 at 629 shares worth $60.6K. The position accounts for 0.04% of the portfolio, ranked #198.

PlanVest Financial first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $60.6K in Q1 2026. 2,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

PlanVest Financial held 629 shares of Walt Disney worth $60.6K as of Q2 2026.
PlanVest Financial left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #198 holding.
PlanVest Financial first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Walt Disney position peaked at $60.6K in Q1 2026.
2,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.