Spartan Planning & Wealth Management’s Walt Disney DIS Stock Holding History

Spartan Planning & Wealth Management’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 Q4	–	Sell	-1,819	Closed	-$208K	–	85
2025 Q3	$208K	Sell	1,819 -1,877	-51%	-$221K	0.16%	76
2025 Q2	$458K	Buy	+3,696	New	+$384K	0.39%	42
2025 Q1	–	Sell	-2,714	Closed	-$302K	–	70
2024 Q4	$302K	Buy	+2,714	New	+$285K	0.28%	56
2023 Q4	$151K	Buy	1,667 +1,665	+83,250%	+$147K	0.16%	70
2023 Q3	$162	Buy	+2	New	+$171	﹤0.01%	158

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spartan Planning & Wealth Management's DIS Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,819 shares — an estimated $208K sold.

Spartan Planning & Wealth Management first reported a position in DIS in Q3 2023 and held it in 5 quarters. The position peaked at $458K in Q2 2025. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,819 Walt Disney shares in Q4 2025, an estimated $208K.
Spartan Planning & Wealth Management first reported a position in Walt Disney in Q3 2023 and held it in 5 quarters.
Spartan Planning & Wealth Management's Walt Disney position peaked at $458K in Q2 2025.
3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.