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Godfrey Financial Associates’s Walt Disney DIS Stock Holding History

Godfrey Financial Associates’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 		$79.8K Sell
829
-63
-7% -$6.42K 0.06% 189
2026
Q1 		$86K Sell
892
-8
-0.9% -$846 0.07% 165
2025
Q4 		$102K Buy
+900
New +$99.1K 0.09% 137

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Godfrey Financial Associates's DIS Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Walt Disney (DIS) stake by 7.1% in Q2 2026, selling an estimated $6.42K and leaving 829 shares worth $79.8K. The position accounts for 0.06% of the portfolio, ranked #189.

Godfrey Financial Associates first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $102K in Q4 2025. 2,923 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Godfrey Financial Associates held 829 shares of Walt Disney worth $79.8K as of Q2 2026.
  • Godfrey Financial Associates sold 63 Walt Disney shares in Q2 2026, an estimated $6.42K.
  • Walt Disney made up 0.06% of Godfrey Financial Associates's portfolio in Q2 2026, its #189 holding.
  • Godfrey Financial Associates first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Walt Disney position peaked at $102K in Q4 2025.
  • 2,923 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.