NW
DIS icon

Naviter Wealth’s Walt Disney DIS Stock Holding History

Naviter Wealth’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
Q1 		$1.91M Buy
19,841
+728
+4% +$76.9K 0.24% 99
2025
Q4 		$2.19M Sell
19,113
-2,102
-10% -$231K 0.29% 84
2025
Q3 		$2.43M Buy
21,215
+380
+2% +$44.8K 0.28% 90
2025
Q2 		$2.59M Sell
20,835
-1,554
-7% -$161K 0.32% 81
2025
Q1 		$2.2M Buy
22,389
+13
+0.1% +$1.4K 0.27% 104
2024
Q4 		$2.5M Buy
22,376
+4,578
+26% +$481K 0.3% 83
2024
Q3 		$1.71M Buy
17,798
+61
+0.3% +$5.61K 0.24% 120
2024
Q2 		$1.76M Buy
17,737
+1,459
+9% +$157K 0.26% 112
2024
Q1 		$1.99M Buy
16,278
+1,494
+10% +$156K 0.33% 83
2023
Q4 		$1.34M Buy
14,784
+2,982
+25% +$263K 0.27% 98
2023
Q3 		$957K Buy
11,802
+486
+4% +$41.5K 0.23% 103
2023
Q2 		$1.01M Buy
11,316
+1,836
+19% +$174K 0.26% 102
2023
Q1 		$949K Sell
9,480
-854
-8% -$86.1K 0.33% 87
2022
Q4 		$1.1M Buy
10,334
+485
+5% +$46.4K 0.3% 82
2022
Q3 		$929K Buy
9,849
+860
+10% +$92K 0.38% 56
2022
Q2 		$849K Sell
8,989
-15,050
-63% -$1.67M 0.35% 66
2022
Q1 		$3.3M Buy
24,039
+4,069
+20% +$588K 1.1% 30
2021
Q4 		$3.09M Buy
+19,970
New +$3.23M 0.92% 35

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naviter Wealth's DIS Position: Q1 2026 in Review

Naviter Wealth increased its Walt Disney (DIS) stake by 3.8% in Q1 2026, buying an estimated $76.9K and bringing the position to 19,841 shares worth $1.91M. The position accounts for 0.24% of the portfolio, ranked #99.

Naviter Wealth first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.3M in Q1 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Naviter Wealth held 19,841 shares of Walt Disney worth $1.91M as of Q1 2026.
  • Naviter Wealth bought 728 Walt Disney shares in Q1 2026, an estimated $76.9K.
  • Walt Disney made up 0.24% of Naviter Wealth's portfolio in Q1 2026, its #99 holding.
  • Naviter Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Walt Disney position peaked at $3.3M in Q1 2022.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.