First National Advisers’s Walt Disney DIS Stock Holding History

First National Advisers’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	$1.8M	Sell	18,746 -829	-4%	-$84.5K	0.25%	95
2026 Q1	$1.89M	Sell	19,575 -4,450	-19%	-$470K	0.28%	93
2025 Q4	$2.73M	Buy	24,025 +122	+0.5%	+$13.4K	0.38%	73
2025 Q3	$2.74M	Buy	23,903 +36	+0.2%	+$4.24K	0.37%	78
2025 Q2	$2.96M	Buy	23,867 +10,144	+74%	+$1.05M	0.43%	66
2025 Q1	$1.35M	Buy	13,723 +1,853	+16%	+$199K	0.22%	119
2024 Q4	$1.32M	Sell	11,870 -1,445	-11%	-$152K	0.21%	119
2024 Q3	$1.28M	Buy	13,315 +861	+7%	+$79.2K	0.2%	122
2024 Q2	$1.24M	Buy	12,454 +619	+5%	+$66.6K	0.23%	120
2024 Q1	$1.45M	Buy	11,835 +3,756	+46%	+$392K	0.32%	103
2023 Q4	$729K	Buy	8,079 +3,200	+66%	+$282K	0.21%	120
2023 Q3	$395K	Buy	+4,879	New	+$417K	0.18%	125
2022 Q4	–	Sell	-1,408	Closed	-$133K	–	115
2022 Q3	$133K	Buy	+1,408	New	+$151K	0.2%	113

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First National Advisers's DIS Position: Q2 2026 in Review

First National Advisers reduced its Walt Disney (DIS) stake by 4.2% in Q2 2026, selling an estimated $84.5K and leaving 18,746 shares worth $1.8M. The position accounts for 0.25% of the portfolio, ranked #95.

First National Advisers first reported a position in DIS in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.96M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

First National Advisers held 18,746 shares of Walt Disney worth $1.8M as of Q2 2026.
First National Advisers sold 829 Walt Disney shares in Q2 2026, an estimated $84.5K.
Walt Disney made up 0.25% of First National Advisers's portfolio in Q2 2026, its #95 holding.
First National Advisers first reported a position in Walt Disney in Q3 2022 and has held it in 13 quarters since.
First National Advisers's Walt Disney position peaked at $2.96M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.