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New World Advisors’s Walt Disney DIS Stock Holding History

New World 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
-2,648
Closed -$303K – 84
2025
Q3 		$303K Buy
2,648
+254
+11% +$29.9K 0.06% 54
2025
Q2 		$297K Sell
2,394
-2,357
-50% -$245K 0.06% 50
2025
Q1 		$469K Buy
4,751
+1,001
+27% +$108K 0.11% 35
2024
Q4 		$418K Sell
3,750
-474
-11% -$49.8K 0.1% 37
2024
Q3 		$406K Buy
4,224
+900
+27% +$82.8K 0.11% 37
2024
Q2 		$330K Sell
3,324
-100
-3% -$10.8K 0.09% 45
2024
Q1 		$419K Buy
3,424
+92
+3% +$9.61K 0.12% 34
2023
Q4 		$301K Sell
3,332
-795
-19% -$70.1K 0.09% 55
2023
Q3 		$335K Buy
4,127
+798
+24% +$68.2K 0.12% 45
2023
Q2 		$297K Hold
3,329
– – 0.1% 47
2023
Q1 		$333K Sell
3,329
-1,955
-37% -$197K 0.13% 45
2022
Q4 		$459K Buy
5,284
+1,810
+52% +$173K 0.16% 25
2022
Q3 		$328K Buy
3,474
+55
+2% +$5.89K 0.16% 27
2022
Q2 		$318K Buy
3,419
+40
+1% +$4.44K 0.17% 37
2022
Q1 		$411K Sell
3,379
-920
-21% -$133K 0.22% 25
2021
Q4 		$666K Buy
4,299
+1,599
+59% +$258K 0.31% 22
2021
Q3 		$457K Sell
2,700
-4,895
-64% -$873K 0.21% 26
2021
Q2 		$1.33M Buy
+7,595
New +$1.37M 0.9% 19
2020
Q2 		– Sell
-3,273
Closed -$473K – 28
2020
Q1 		$473K Hold
3,273
– – 0.29% 11
2019
Q4 		$473K Buy
3,273
+1,390
+74% +$194K 0.29% 11
2019
Q3 		$245K Buy
1,883
+285
+18% +$39.4K 0.17% 16
2019
Q2 		$223K Buy
1,598
+850
+114% +$113K 0.16% 18
2019
Q1 		$83K Buy
+748
New +$83.6K 0.06% 37

Other funds holding DIS

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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New World Advisors's DIS Position: Q4 2025 in Review

New World Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,648 shares — an estimated $303K sold.

New World Advisors first reported a position in DIS in Q1 2019 and held it in 23 quarters. The position peaked at $1.33M in Q2 2021. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • New World Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • New World Advisors sold 2,648 Walt Disney shares in Q4 2025, an estimated $303K.
  • New World Advisors first reported a position in Walt Disney in Q1 2019 and held it in 23 quarters.
  • New World Advisors's Walt Disney position peaked at $1.33M in Q2 2021.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on New World Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.