N.E.W. Advisory Services’s Walt Disney DIS Stock Holding History

N.E.W. Advisory Services’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	$113K	Buy	1,178 +29	+3%	+$2.96K	0.01%	279
2026 Q1	$111K	Buy	1,149 +3	+0.3%	+$317	0.01%	275
2025 Q4	$130K	Sell	1,146 -620	-35%	-$68.3K	0.01%	252
2025 Q3	$202K	Buy	1,766 +1	+0.1%	+$118	0.02%	184
2025 Q2	$219K	Sell	1,765 -120	-6%	-$12.5K	0.02%	175
2025 Q1	$186K	Buy	1,885 +10	+0.5%	+$1.07K	0.01%	214
2024 Q4	$209K	Buy	+1,875	New	+$197K	0.02%	179
2024 Q2	–	Sell	-1,793	Closed	-$219K	–	184
2024 Q1	$219K	Buy	+1,793	New	+$187K	0.02%	160
2023 Q2	–	Sell	-2,022	Closed	-$202K	–	135
2023 Q1	$202K	Buy	+2,022	New	+$204K	0.03%	128
2022 Q2	–	Sell	-3,889	Closed	-$718K	–	133
2022 Q1	$718K	Buy	3,889 +558	+17%	+$80.7K	0.14%	67
2021 Q4	$516K	Buy	3,331 +280	+9%	+$45.2K	0.08%	83
2021 Q3	$516K	Sell	3,051 -893	-23%	-$159K	0.08%	81
2021 Q2	$698K	Buy	3,944 +72	+2%	+$12.9K	0.12%	72
2021 Q1	$731K	Buy	3,872 +344	+10%	+$63.4K	0.14%	68
2020 Q4	$643K	Buy	3,528 +18	+0.5%	+$2.58K	0.14%	75
2020 Q3	$434K	Buy	3,510 +159	+5%	+$19.9K	0.12%	66
2020 Q2	$374K	Buy	+3,351	New	+$370K	0.12%	68

Other funds holding DIS

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

N.E.W. Advisory Services's DIS Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Walt Disney (DIS) stake by 2.5% in Q2 2026, buying an estimated $2.96K and bringing the position to 1,178 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #279.

N.E.W. Advisory Services first reported a position in DIS in Q2 2020 and has held it in 17 quarters since. The position peaked at $731K in Q1 2021. 2,105 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

N.E.W. Advisory Services held 1,178 shares of Walt Disney worth $113K as of Q2 2026.
N.E.W. Advisory Services bought 29 Walt Disney shares in Q2 2026, an estimated $2.96K.
Walt Disney made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #279 holding.
N.E.W. Advisory Services first reported a position in Walt Disney in Q2 2020 and has held it in 17 quarters since.
N.E.W. Advisory Services's Walt Disney position peaked at $731K in Q1 2021.
2,105 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.