Planning Strategies Inc.’s Walt Disney DIS Stock Holding History

Planning Strategies Inc.’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	$142K	Buy	+1,473	New	+$150K	0.09%	86

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

Planning Strategies Inc.'s DIS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Walt Disney (DIS) in Q2 2026: 1,473 shares worth $142K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

1,125 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Planning Strategies Inc. held 1,473 shares of Walt Disney worth $142K as of Q2 2026.
Walt Disney was a new Planning Strategies Inc. position in Q2 2026.
Walt Disney made up 0.09% of Planning Strategies Inc.'s portfolio in Q2 2026, its #86 holding.
1,125 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.