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S.E.E.D. Planning Group’s Walt Disney DIS Stock Holding History

S.E.E.D. Planning Group’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 		$481K Sell
5,000
-9
-0.2% -$918 0.13% 74
2026
Q1 		$483K Sell
5,009
-10
-0.2% -$1.06K 0.14% 65
2025
Q4 		$571K Sell
5,019
-50
-1% -$5.51K 0.16% 56
2025
Q3 		$580K Buy
5,069
+13
+0.3% +$1.53K 0.17% 57
2025
Q2 		$627K Sell
5,056
-389
-7% -$40.4K 0.2% 57
2025
Q1 		$537K Sell
5,445
-375
-6% -$40.3K 0.18% 61
2024
Q4 		$648K Sell
5,820
-20,250
-78% -$2.13M 0.22% 62
2024
Q3 		$2.51M Buy
26,070
+6,143
+31% +$565K 0.83% 36
2024
Q2 		$1.98M Buy
19,927
+8,247
+71% +$888K 0.72% 40
2024
Q1 		$1.43M Buy
11,680
+2,855
+32% +$298K 0.52% 46
2023
Q4 		$797K Buy
8,825
+3,357
+61% +$296K 0.32% 49
2023
Q3 		$443K Buy
5,468
+385
+8% +$32.9K 0.17% 60
2023
Q2 		$454K Sell
5,083
-846
-14% -$80.1K 0.16% 63
2023
Q1 		$594K Sell
5,929
-344
-5% -$34.7K 0.23% 54
2022
Q4 		$545K Buy
+6,273
New +$600K 0.24% 53
2022
Q1 		– Sell
-5,051
Closed -$782K – 94
2021
Q4 		$782K Hold
5,051
– – 0.34% 47
2021
Q3 		$854K Hold
5,051
– – 0.4% 46
2021
Q2 		$888K Sell
5,051
-81
-2% -$14.6K 0.44% 45
2021
Q1 		$947K Buy
+5,132
New +$946K 0.52% 44
2020
Q1 		– Sell
-4,534
Closed -$656K – 51
2019
Q4 		$656K Buy
+4,534
New +$633K 0.57% 38

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

S.E.E.D. Planning Group's DIS Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Walt Disney (DIS) stake by 0.18% in Q2 2026, selling an estimated $918 and leaving 5,000 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #74.

S.E.E.D. Planning Group first reported a position in DIS in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.51M in Q3 2024. 2,932 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • S.E.E.D. Planning Group held 5,000 shares of Walt Disney worth $481K as of Q2 2026.
  • S.E.E.D. Planning Group sold 9 Walt Disney shares in Q2 2026, an estimated $918.
  • Walt Disney made up 0.13% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #74 holding.
  • S.E.E.D. Planning Group first reported a position in Walt Disney in Q4 2019 and has held it in 20 quarters since.
  • S.E.E.D. Planning Group's Walt Disney position peaked at $2.51M in Q3 2024.
  • 2,932 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.