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Retirement Planning Group (New York)’s Walt Disney DIS Stock Holding History

Retirement Planning Group (New York)’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
Q3 		– Sell
-2,639
Closed -$328K – 88
2025
Q2 		$328K Sell
2,639
-12
-0.5% -$1.25K 0.29% 56
2025
Q1 		$262K Buy
2,651
+328
+14% +$35.2K 0.27% 61
2024
Q4 		$259K Buy
+2,323
New +$244K 0.28% 54

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Retirement Planning Group (New York)'s DIS Position: Q3 2025 in Review

Retirement Planning Group (New York) sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 2,639 shares — an estimated $328K sold.

Retirement Planning Group (New York) first reported a position in DIS in Q4 2024 and held it in 3 quarters. The position peaked at $328K in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Retirement Planning Group (New York) reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Retirement Planning Group (New York) sold 2,639 Walt Disney shares in Q3 2025, an estimated $328K.
  • Retirement Planning Group (New York) first reported a position in Walt Disney in Q4 2024 and held it in 3 quarters.
  • Retirement Planning Group (New York)'s Walt Disney position peaked at $328K in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Retirement Planning Group (New York)'s 13F filing for Q3 2025, filed 28 Oct 2025.