NIA
DIS icon

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
2025
Q4 		– Sell
-600
Closed -$68.7K – 70
2025
Q3 		$68.7K Sell
600
-300
-33% -$35.3K 0.04% 51
2025
Q2 		$112K Hold
900
– – 0.06% 49
2025
Q1 		$88.8K Hold
900
– – 0.05% 53
2024
Q4 		$100K Buy
+900
New +$94.5K 0.06% 48

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NBZ Investment Advisors's DIS Position: Q4 2025 in Review

NBZ Investment Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,173 shares — an estimated $134K sold.

NBZ Investment Advisors first reported a position in DIS in Q4 2024 and held it in 4 quarters. The position peaked at $190K in Q4 2024. 3,175 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • NBZ Investment Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 1,173 Walt Disney shares in Q4 2025, an estimated $134K.
  • NBZ Investment Advisors first reported a position in Walt Disney in Q4 2024 and held it in 4 quarters.
  • NBZ Investment Advisors's Walt Disney position peaked at $190K in Q4 2024.
  • 3,175 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on NBZ Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.