NWAG
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Net Worth Advisory Group’s Walt Disney DIS Stock Holding History

Net Worth Advisory Group’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 		$667K Sell
6,925
-428
-6% -$43.6K 0.17% 139
2026
Q1 		$709K Sell
7,353
-172
-2% -$18.2K 0.15% 150
2025
Q4 		$856K Buy
7,525
+4,266
+131% +$470K 0.17% 111
2025
Q3 		$373K Buy
+3,259
New +$384K 0.11% 209

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

Net Worth Advisory Group's DIS Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Walt Disney (DIS) stake by 5.8% in Q2 2026, selling an estimated $43.6K and leaving 6,925 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #139.

Net Worth Advisory Group first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $856K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Net Worth Advisory Group held 6,925 shares of Walt Disney worth $667K as of Q2 2026.
  • Net Worth Advisory Group sold 428 Walt Disney shares in Q2 2026, an estimated $43.6K.
  • Walt Disney made up 0.17% of Net Worth Advisory Group's portfolio in Q2 2026, its #139 holding.
  • Net Worth Advisory Group first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Walt Disney position peaked at $856K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.