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Walt Disney Company shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Walt Disney Company

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

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Quarterly reported holdings in Walt Disney Company by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 120k 122.36

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Walt Disney Company

Vanguard Group
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Royal Bank of Canada
Legal & General Group
Amundi
Bank of New York Mellon
Franklin Resources
Newport Trust
Goldman Sachs Group
T. Rowe Price Associates
Massachusetts Financial Services

View all funds holding Walt Disney Company