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Walt Disney Company shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Walt Disney Company by Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$233k	2.0k	113.77
2025-09-30	$381k	3.3k	114.50
2025-06-30	$424k	3.4k	124.01
2025-03-31	$339k	3.4k	98.70
2024-12-31	$395k	3.6k	111.35

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Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Vanguard Index Fds Total Stk Mkt (VTI)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding Walt Disney Company

State Street Corporation

Jpmorgan Chase & Co

Geode Capital Management

State Farm Mutual Automobile Insurance Company

Norges Bank Investment Management

Ameriprise Financial

Ubs Global Asset Management Americas

Jennison Associates

Bank of New York Mellon

View all funds holding Walt Disney Company

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