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Creative Planning DIS Position History

The Walt Disney Company • Communication Services

Quarters held
11
Latest value
$93.6M
Q3 2026
Peak value
$93.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6M
Q3 2025$71.4M
Q4 2025$74.9M
Q4 2025$362K
Q4 2025$6M
Q1 2026$4.9M
Q1 2026$61.4M
Q2 2026$4.9M
Q2 2026$73.1M
Q3 2026$1.5M
Q3 2026$93.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$93.6M891.8K——
Q3 2026$1.5M14.0K——
Q2 2026$73.1M759.8K——
Q2 2026$4.9M51.3K——
Q1 2026$61.4M637.5K——
Q1 2026$4.9M51.1K——
Q4 2025$6M52.4K——
Q4 2025$362K3.2K——
Q4 2025$74.9M658.7K——
Q3 2025$71.4M623.6K——
Q3 2025$6M52.5K——

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