Navigoe Wealth Management’s Walt Disney DIS Stock Holding History

Navigoe Wealth Management’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	$21K	Buy	228 +15	+7%	+$1.53K	0.01%	118
2026 Q1	$20K	Sell	213 -190	-47%	-$20.1K	0.01%	101
2025 Q4	$45K	Hold	403	–	–	0.03%	78
2025 Q3	$46K	Buy	403 +190	+89%	+$22.4K	0.03%	76
2025 Q2	$26K	Hold	213	–	–	0.02%	86
2025 Q1	$21K	Hold	213	–	–	0.02%	92
2024 Q4	$23K	Buy	+213	New	+$22.4K	0.02%	87

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Navigoe Wealth Management's DIS Position: Q2 2026 in Review

Navigoe Wealth Management increased its Walt Disney (DIS) stake by 7% in Q2 2026, buying an estimated $1.53K and bringing the position to 228 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #118.

Navigoe Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $46K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Navigoe Wealth Management held 228 shares of Walt Disney worth $21K as of Q2 2026.
Navigoe Wealth Management bought 15 Walt Disney shares in Q2 2026, an estimated $1.53K.
Walt Disney made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #118 holding.
Navigoe Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Navigoe Wealth Management's Walt Disney position peaked at $46K in Q3 2025.
1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.