WealthPlan Investment Management’s Walt Disney DIS Stock Holding History

WealthPlan Investment 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
2026 Q2	$220K	Buy	+2,286	New	+$233K	0.01%	443
2026 Q1	–	Sell	-1,800	Closed	-$205K	–	463
2025 Q4	$205K	Sell	1,800 -334	-16%	-$36.8K	0.01%	363
2025 Q3	$244K	Sell	2,134 -320	-13%	-$37.7K	0.02%	296
2025 Q2	$304K	Buy	+2,454	New	+$255K	0.02%	290
2024 Q1	–	Sell	-2,796	Closed	-$252K	–	188
2023 Q4	$252K	Buy	+2,796	New	+$246K	0.04%	169
2023 Q3	–	Sell	-102	Closed	-$9.12K	–	207
2023 Q2	$9.12K	Sell	102 -296	-74%	-$28K	﹤0.01%	280
2023 Q1	$39.9K	Sell	398 -5,359	-93%	-$540K	0.01%	263
2022 Q4	$620K	Buy	5,757 +841	+17%	+$80.4K	0.04%	226
2022 Q3	$453K	Buy	+4,916	New	+$526K	0.03%	252
2022 Q1	$734K	Buy	+6,577	New	+$951K	0.05%	203

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthPlan Investment Management's DIS Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Walt Disney (DIS) in Q2 2026: 2,286 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in DIS as recently as Q4 2025.

WealthPlan Investment Management first reported a position in DIS in Q1 2022 and has held it in 10 quarters since. The position peaked at $734K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

WealthPlan Investment Management held 2,286 shares of Walt Disney worth $220K as of Q2 2026.
Walt Disney was a new WealthPlan Investment Management position in Q2 2026.
Walt Disney made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #443 holding.
WealthPlan Investment Management first reported a position in Walt Disney in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's Walt Disney position peaked at $734K in Q1 2022.
1,123 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.