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Walt Disney Company shares owned by Holistic Planning

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Walt Disney Company

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All positions including Walt Disney Company held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 1.9k 114.49
2025-06-30 $271k 2.2k 124.00
2024-12-31 $209k 1.9k 111.35

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Ea Series Trust Strive 1000 Grwt (STXG)
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Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
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Microsoft Corporation (MSFT)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
Northern Trust
Jennison Associates
Ubs Global Asset Management Americas
Bank of New York Mellon
Ameriprise Financial
Loomis, Sayles and
Nuveen

View all funds holding Walt Disney Company