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New England Capital Financial Advisors’s Walt Disney DIS Stock Holding History

New England Capital Financial 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 		$266K Buy
2,765
+64
+2% +$6.53K 0.06% 55
2026
Q1 		$260K Sell
2,701
-100
-4% -$10.6K 0.07% 52
2025
Q4 		$319K Buy
2,801
+194
+7% +$21.4K 0.12% 48
2025
Q3 		$298K Buy
2,607
+4
+0.2% +$471 0.13% 48
2025
Q2 		$323K Sell
2,603
-145
-5% -$15.1K 0.15% 43
2025
Q1 		$271K Sell
2,748
-55
-2% -$5.91K 0.14% 47
2024
Q4 		$312K Sell
2,803
-44
-2% -$4.62K 0.15% 43
2024
Q3 		$274K Sell
2,847
-148
-5% -$13.6K 0.14% 47
2024
Q2 		$297K Sell
2,995
-220
-7% -$23.7K 0.17% 41
2024
Q1 		$393K Sell
3,215
-26
-0.8% -$2.72K 0.22% 32
2023
Q4 		$293K Sell
3,241
-58
-2% -$5.11K 0.18% 43
2023
Q3 		$267K Buy
3,299
+40
+1% +$3.42K 0.18% 41
2023
Q2 		$291K Buy
3,259
+112
+4% +$10.6K 0.19% 39
2023
Q1 		$315K Buy
3,147
+56
+2% +$5.65K 0.22% 37
2022
Q4 		$320K Buy
+3,091
New +$296K 0.23% 37

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New England Capital Financial Advisors's DIS Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Walt Disney (DIS) stake by 2.4% in Q2 2026, buying an estimated $6.53K and bringing the position to 2,765 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #55.

New England Capital Financial Advisors first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $393K in Q1 2024. 1,375 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • New England Capital Financial Advisors held 2,765 shares of Walt Disney worth $266K as of Q2 2026.
  • New England Capital Financial Advisors bought 64 Walt Disney shares in Q2 2026, an estimated $6.53K.
  • Walt Disney made up 0.06% of New England Capital Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • New England Capital Financial Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Walt Disney position peaked at $393K in Q1 2024.
  • 1,375 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.