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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
Q3 		$934K Buy
8,904
+3,904
+78% +$400K 0.23% 60
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

S.E.E.D. Planning Group's DIS Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Walt Disney (DIS) stake by 78% in Q3 2026, buying an estimated $400K and bringing the position to 8,904 shares worth $934K. The position accounts for 0.23% of the portfolio, ranked #60.

S.E.E.D. Planning Group first reported a position in DIS in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.51M in Q3 2024. 561 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • S.E.E.D. Planning Group held 8,904 shares of Walt Disney worth $934K as of Q3 2026.
  • S.E.E.D. Planning Group bought 3,904 Walt Disney shares in Q3 2026, an estimated $400K.
  • Walt Disney made up 0.23% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #60 holding.
  • S.E.E.D. Planning Group first reported a position in Walt Disney in Q4 2019 and has held it in 21 quarters since.
  • S.E.E.D. Planning Group's Walt Disney position peaked at $2.51M in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.