Prism Planning Partners
DIS icon

Prism Planning Partners’s Walt Disney DIS Stock Holding History

Prism Planning Partners’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 		$184K Buy
+1,750
New +$179K 0.17% 37
2026
Q2 		– Sell
-1,750
Closed -$169K – 38
2026
Q1 		$169K Sell
1,750
-636
-27% -$67.2K 0.2% 34
2025
Q4 		$271K Buy
+2,386
New +$263K 0.3% 36

Other funds holding DIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Prism Planning Partners's DIS Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Walt Disney (DIS) in Q3 2026: 1,750 shares worth $184K. The stake represents 0.17% of the portfolio and ranks #37 among its holdings. This is a return to the name: Prism Planning Partners previously reported a position in DIS as recently as Q1 2026.

Prism Planning Partners first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 2,335 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Prism Planning Partners held 1,750 shares of Walt Disney worth $184K as of Q3 2026.
  • Walt Disney was a new Prism Planning Partners position in Q3 2026.
  • Walt Disney made up 0.17% of Prism Planning Partners's portfolio in Q3 2026, its #37 holding.
  • Prism Planning Partners first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Walt Disney position peaked at $271K in Q4 2025.
  • 2,335 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.