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NBZ Investment Advisors’s Walt Disney DIS Stock Holding History

NBZ Investment Advisors’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 		$207K Buy
+2,146
New +$219K 0.08% 63
2025
Q4 		– Sell
-1,173
Closed -$134K – 71
2025
Q3 		$134K Sell
1,173
-48
-4% -$5.65K 0.07% 44
2025
Q2 		$151K Sell
1,221
-167
-12% -$17.4K 0.09% 47
2025
Q1 		$137K Sell
1,388
-316
-19% -$34K 0.08% 48
2024
Q4 		$190K Buy
+1,704
New +$179K 0.11% 43

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

NBZ Investment Advisors's DIS Position: Q2 2026 in Review

NBZ Investment Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 2,146 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings. This is a return to the name: NBZ Investment Advisors previously reported a position in DIS as recently as Q3 2025.

NBZ Investment Advisors first reported a position in DIS in Q4 2024 and has held it in 5 quarters since. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • NBZ Investment Advisors held 2,146 shares of Walt Disney worth $207K as of Q2 2026.
  • Walt Disney was a new NBZ Investment Advisors position in Q2 2026.
  • Walt Disney made up 0.08% of NBZ Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • NBZ Investment Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 5 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.