WealthPLAN Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,787
| Closed | -$203K | – | 227 |
|
|
2025
Q4 | $203K | Sell |
1,787
-74
| -4% | -$8.15K | 0.03% | 268 |
|
|
2025
Q3 | $213K | Sell |
1,861
-10
| -0.5% | -$1.18K | 0.03% | 243 |
|
|
2025
Q2 | $232K | Buy |
+1,871
| New | +$194K | 0.04% | 237 |
|
|
2024
Q4 | – | Sell |
-3,629
| Closed | -$349K | – | 245 |
|
|
2024
Q3 | $349K | Sell |
3,629
-271
| -7% | -$24.9K | 0.05% | 219 |
|
|
2024
Q2 | $387K | Sell |
3,900
-464
| -11% | -$49.9K | 0.04% | 230 |
|
|
2024
Q1 | $534K | Sell |
4,364
-3,002
| -41% | -$314K | 0.06% | 198 |
|
|
2023
Q4 | $665K | Buy |
7,366
+2,243
| +44% | +$198K | 0.07% | 185 |
|
|
2023
Q3 | $415K | Buy |
5,123
+647
| +14% | +$55.3K | 0.05% | 228 |
|
|
2023
Q2 | $400K | Sell |
4,476
-785
| -15% | -$74.4K | 0.06% | 215 |
|
|
2023
Q1 | $527K | Sell |
5,261
-496
| -9% | -$50K | 0.06% | 188 |
|
|
2022
Q4 | $620K | Buy |
+5,757
| New | +$551K | 0.04% | 226 |
|
|
2022
Q1 | $734K | Sell |
6,577
-2,811
| -30% | -$406K | 0.05% | 203 |
|
|
2021
Q4 | $1.34M | Sell |
9,388
-17
| -0.2% | -$2.75K | 0.09% | 145 |
|
|
2021
Q3 | $1.42M | Sell |
9,405
-8
| -0.1% | -$1.43K | 0.09% | 140 |
|
|
2021
Q2 | $1.68M | Buy |
9,413
+221
| +2% | +$39.7K | 0.12% | 120 |
|
|
2021
Q1 | $1.69M | Buy |
9,192
+186
| +2% | +$34.3K | 0.13% | 113 |
|
|
2020
Q4 | $1.62M | Sell |
9,006
-138
| -2% | -$19.8K | 0.14% | 108 |
|
|
2020
Q3 | $1.24M | Sell |
9,144
-623
| -6% | -$77.9K | 0.12% | 112 |
|
|
2020
Q2 | $1.28M | Buy |
9,767
+874
| +10% | +$96.5K | 0.13% | 102 |
|
|
2020
Q1 | $942K | Sell |
8,893
-25,812
| -74% | -$3.26M | 0.12% | 112 |
|
|
2019
Q4 | $4.92M | Buy |
34,705
+10,206
| +42% | +$1.42M | 0.58% | 55 |
|
|
2019
Q3 | $3.64M | Buy |
24,499
+18,523
| +310% | +$2.56M | 0.5% | 58 |
|
|
2019
Q2 | $819K | Sell |
5,976
-1,064
| -15% | -$141K | 0.12% | 116 |
|
|
2019
Q1 | $948K | Buy |
7,040
+1,250
| +22% | +$140K | 0.15% | 109 |
|
|
2018
Q4 | $652K | Sell |
5,790
-323
| -5% | -$36.7K | 0.1% | 130 |
|
|
2018
Q3 | $684K | Sell |
6,113
-374
| -6% | -$41.6K | 0.12% | 120 |
|
|
2018
Q2 | $680K | Buy |
6,487
+200
| +3% | +$20.5K | 0.14% | 119 |
|
|
2018
Q1 | $632K | Buy |
6,287
+1,301
| +26% | +$138K | 0.14% | 122 |
|
|
2017
Q4 | $536K | Buy |
4,986
+598
| +14% | +$61.6K | 0.14% | 121 |
|
|
2017
Q3 | $433K | Sell |
4,388
-101
| -2% | -$10.4K | 0.12% | 124 |
|
|
2017
Q2 | $477K | Buy |
4,489
+2,957
| +193% | +$324K | 0.14% | 109 |
|
|
2017
Q1 | $173K | Buy |
+1,532
| New | +$169K | 0.6% | 36 |
|
|
2016
Q3 | $602K | Sell |
6,507
-2,695
| -29% | -$258K | 0.2% | 73 |
|
|
2016
Q2 | $621K | Buy |
+9,202
| New | +$920K | 0.08% | 164 |
|
|
2015
Q4 | $498K | Buy |
+13,563
| New | +$1.51M | 0.08% | 157 |
|
|
2015
Q2 | $139K | Buy |
1,215
+83
| +7% | +$9.12K | 0.06% | 106 |
|
|
2015
Q1 | $116K | Buy |
+1,132
| New | +$114K | 0.05% | 160 |
|
Other funds holding DIS
VCM
VPM
WealthPLAN Partners's DIS Position: Q1 2026 in Review
WealthPLAN Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,787 shares — an estimated $203K sold.
WealthPLAN Partners first reported a position in DIS in Q1 2015 and held it in 37 quarters. The position peaked at $4.92M in Q4 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- WealthPLAN Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
- WealthPLAN Partners sold 1,787 Walt Disney shares in Q1 2026, an estimated $203K.
- WealthPLAN Partners first reported a position in Walt Disney in Q1 2015 and held it in 37 quarters.
- WealthPLAN Partners's Walt Disney position peaked at $4.92M in Q4 2019.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.