SPAS
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Spectrum Planning & Advisory Services’s Walt Disney DIS Stock Holding History

Spectrum Planning & Advisory Services’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 		– Sell
-2,155
Closed -$208K – 123
2026
Q1 		$208K Buy
2,155
+11
+0.5% +$1.16K 0.1% 111
2025
Q4 		$244K Buy
2,144
+2
+0.1% +$220 0.13% 102
2025
Q3 		$245K Buy
2,142
+96
+5% +$11.3K 0.14% 93
2025
Q2 		$254K Buy
+2,046
New +$213K 0.16% 89
2021
Q3 		– Sell
-1,142
Closed -$201K – 47
2021
Q2 		$201K Hold
1,142
– – 0.19% 46
2021
Q1 		$211K Buy
+1,142
New +$211K 0.22% 44

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

Spectrum Planning & Advisory Services's DIS Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,155 shares — an estimated $208K sold.

Spectrum Planning & Advisory Services first reported a position in DIS in Q1 2021 and held it in 6 quarters. The position peaked at $254K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Spectrum Planning & Advisory Services reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 2,155 Walt Disney shares in Q2 2026, an estimated $208K.
  • Spectrum Planning & Advisory Services first reported a position in Walt Disney in Q1 2021 and held it in 6 quarters.
  • Spectrum Planning & Advisory Services's Walt Disney position peaked at $254K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.