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Retirement Planning Company of New England’s Walt Disney DIS Stock Holding History

Retirement Planning Company of New England’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 		$303K Sell
3,149
-254
-7% -$25.9K 0.11% 200
2026
Q1 		$328K Buy
3,403
+1
+0% +$106 0.13% 178
2025
Q4 		$387K Buy
3,402
+25
+0.7% +$2.75K 0.16% 156
2025
Q3 		$387K Buy
3,377
+18
+0.5% +$2.12K 0.16% 166
2025
Q2 		$416K Buy
3,359
+7
+0.2% +$727 0.19% 145
2025
Q1 		$331K Sell
3,352
-87
-3% -$9.35K 0.16% 158
2024
Q4 		$383K Sell
3,439
-106
-3% -$11.1K 0.19% 140
2024
Q3 		$341K Sell
3,545
-48
-1% -$4.42K 0.17% 154
2024
Q2 		$357K Sell
3,593
-19
-0.5% -$2.04K 0.19% 140
2024
Q1 		$442K Sell
3,612
-3,437
-49% -$359K 0.24% 125
2023
Q4 		$636K Sell
7,049
-420
-6% -$37K 0.29% 104
2023
Q3 		$605K Buy
7,469
+1,226
+20% +$105K 0.34% 94
2023
Q2 		$557K Sell
6,243
-282
-4% -$26.7K 0.32% 100
2023
Q1 		$653K Buy
6,525
+239
+4% +$24.1K 0.4% 82
2022
Q4 		$546K Sell
6,286
-412
-6% -$39.4K 0.36% 100
2022
Q3 		$631K Buy
6,698
+334
+5% +$35.7K 0.46% 73
2022
Q2 		$600K Buy
6,364
+451
+8% +$50.1K 0.41% 79
2022
Q1 		$811K Buy
5,913
+1,093
+23% +$158K 0.46% 65
2021
Q4 		$746K Buy
+4,820
New +$778K 0.36% 74

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Retirement Planning Company of New England's DIS Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Walt Disney (DIS) stake by 7.5% in Q2 2026, selling an estimated $25.9K and leaving 3,149 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #200.

Retirement Planning Company of New England first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $811K in Q1 2022. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Retirement Planning Company of New England held 3,149 shares of Walt Disney worth $303K as of Q2 2026.
  • Retirement Planning Company of New England sold 254 Walt Disney shares in Q2 2026, an estimated $25.9K.
  • Walt Disney made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #200 holding.
  • Retirement Planning Company of New England first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Walt Disney position peaked at $811K in Q1 2022.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.