Neumann Capital Management’s Walt Disney DIS Stock Holding History

Neumann Capital 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	$670K	Hold	6,964	–	–	0.44%	35
2026 Q1	$671K	Hold	6,964	–	–	0.2%	71
2025 Q4	$792K	Buy	6,964 +1,400	+25%	+$154K	0.23%	68
2025 Q3	$637K	Hold	5,564	–	–	0.19%	70
2025 Q2	$690K	Hold	5,564	–	–	0.22%	72
2025 Q1	$549K	Buy	5,564 +200	+4%	+$21.5K	0.19%	75
2024 Q4	$597K	Hold	5,364	–	–	0.2%	75
2024 Q3	$516K	Hold	5,364	–	–	0.17%	76
2024 Q2	$533K	Hold	5,364	–	–	0.18%	75
2024 Q1	$656K	Hold	5,364	–	–	0.23%	71
2023 Q4	$484K	Hold	5,364	–	–	0.19%	71
2023 Q3	$435K	Hold	5,364	–	–	0.19%	71
2023 Q2	$479K	Hold	5,364	–	–	0.2%	71
2023 Q1	$537K	Hold	5,364	–	–	0.24%	64
2022 Q4	$466K	Hold	5,364	–	–	0.22%	69
2022 Q3	$506K	Hold	5,364	–	–	0.26%	68
2022 Q2	$506K	Hold	5,364	–	–	0.26%	64
2022 Q1	$736K	Hold	5,364	–	–	0.31%	59
2021 Q4	$831K	Hold	5,364	–	–	0.34%	57
2021 Q3	$907K	Hold	5,364	–	–	0.41%	54
2021 Q2	$943K	Hold	5,364	–	–	0.42%	54
2021 Q1	$990K	Hold	5,364	–	–	0.47%	51
2020 Q4	$972K	Hold	5,364	–	–	0.49%	48
2020 Q3	$666K	Hold	5,364	–	–	0.38%	52
2020 Q2	$598K	Buy	5,364 +50	+0.9%	+$5.52K	0.37%	54
2020 Q1	$513K	Hold	5,314	–	–	0.37%	55
2019 Q4	$769K	Hold	5,314	–	–	0.45%	53
2019 Q3	$693K	Hold	5,314	–	–	0.43%	53
2019 Q2	$742K	Hold	5,314	–	–	0.46%	51
2019 Q1	$590K	Hold	5,314	–	–	0.38%	56
2018 Q4	$583K	Hold	5,314	–	–	0.44%	52
2018 Q3	$621K	Hold	5,314	–	–	0.37%	57
2018 Q2	$557K	Hold	5,314	–	–	0.35%	58
2018 Q1	$534K	Hold	5,314	–	–	0.34%	59
2017 Q4	$571K	Hold	5,314	–	–	0.35%	64
2017 Q3	$524K	Hold	5,314	–	–	0.32%	64
2017 Q2	$565K	Sell	5,314 -450	-8%	-$49.3K	0.36%	60
2017 Q1	$654K	Buy	5,764 +100	+2%	+$11K	0.42%	55
2016 Q4	$590K	Hold	5,664	–	–	0.38%	59
2016 Q3	$526K	Sell	5,664 -200	-3%	-$19.2K	0.35%	59
2016 Q2	$574K	Hold	5,864	–	–	0.38%	57
2016 Q1	$582K	Hold	5,864	–	–	0.38%	59
2015 Q4	$616K	Buy	5,864 +300	+5%	+$33.4K	0.43%	59
2015 Q3	$569K	Sell	5,564 -500	-8%	-$54.4K	0.4%	58
2015 Q2	$692K	Buy	6,064 +500	+9%	+$54.9K	0.44%	57
2015 Q1	$584K	Buy	5,564 +500	+10%	+$50.4K	0.37%	59
2014 Q4	$477K	Buy	+5,064	New	+$457K	0.31%	65

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Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return