New Age Alpha Advisors
DIS icon

New Age Alpha Advisors’s Walt Disney DIS Stock Holding History

New Age Alpha 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
Q3 		$1.24M Buy
11,823
+208
+2% +$21.3K 0.06% 417
2026
Q2 		$1.12M Sell
11,615
-28,983
-71% -$2.95M 0.05% 432
2026
Q1 		$3.91M Buy
40,598
+553
+1% +$58.4K 0.18% 164
2025
Q4 		$4.56M Buy
40,045
+13,738
+52% +$1.51M 0.2% 140
2025
Q3 		$3.01M Sell
26,307
-345
-1% -$40.6K 0.13% 226
2025
Q2 		$3.31M Buy
26,652
+748
+3% +$77.7K 0.15% 205
2025
Q1 		$2.56M Sell
25,904
-95
-0.4% -$10.2K 0.11% 263
2024
Q4 		$2.89M Buy
25,999
+25,914
+30,487% +$2.72M 0.12% 252
2024
Q3 		$8.18K Hold
85
– – ﹤0.01% 184
2024
Q2 		$8.44K Buy
+85
New +$9.15K ﹤0.01% 103

Other funds holding DIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

New Age Alpha Advisors's DIS Position: Q3 2026 in Review

New Age Alpha Advisors increased its Walt Disney (DIS) stake by 1.8% in Q3 2026, buying an estimated $21.3K and bringing the position to 11,823 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #417.

New Age Alpha Advisors first reported a position in DIS in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.56M in Q4 2025. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • New Age Alpha Advisors held 11,823 shares of Walt Disney worth $1.24M as of Q3 2026.
  • New Age Alpha Advisors bought 208 Walt Disney shares in Q3 2026, an estimated $21.3K.
  • Walt Disney made up 0.06% of New Age Alpha Advisors's portfolio in Q3 2026, its #417 holding.
  • New Age Alpha Advisors first reported a position in Walt Disney in Q2 2024 and has held it in 10 quarters since.
  • New Age Alpha Advisors's Walt Disney position peaked at $4.56M in Q4 2025.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.