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Newbridge Financial Services Group’s Walt Disney DIS Stock Holding History

Newbridge Financial Services 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 		$695K Buy
7,221
+10
+0.1% +$1.02K 0.09% 152
2026
Q1 		$695K Sell
7,211
-18
-0.2% -$1.9K 0.11% 129
2025
Q4 		$822K Buy
7,229
+3,891
+117% +$429K 0.13% 120
2025
Q3 		$382K Sell
3,338
-5,183
-61% -$610K 0.06% 219
2025
Q2 		$1.06M Buy
8,521
+4,187
+97% +$435K 0.17% 104
2025
Q1 		$428K Buy
4,334
+256
+6% +$27.5K 0.1% 128
2024
Q4 		$454K Buy
+4,078
New +$428K 0.12% 126
2024
Q3 		– Sell
-4,444
Closed -$441K – 752
2024
Q2 		$441K Sell
4,444
-1,522
-26% -$164K 0.16% 109
2024
Q1 		$730K Sell
5,966
-7,740
-56% -$808K 0.32% 74
2023
Q4 		$1.24M Buy
13,706
+242
+2% +$21.3K 0.6% 25
2023
Q3 		$1.09M Buy
13,464
+438
+3% +$37.4K 0.55% 27
2023
Q2 		$1.16M Sell
13,026
-778
-6% -$73.7K 0.57% 25
2023
Q1 		$1.38M Buy
13,804
+252
+2% +$25.4K 0.73% 15
2022
Q4 		$1.18M Sell
13,552
-1,345
-9% -$129K 0.68% 21
2022
Q3 		$1.41M Buy
14,897
+31
+0.2% +$3.32K 0.83% 10
2022
Q2 		$1.4M Sell
14,866
-746
-5% -$82.8K 0.87% 11
2022
Q1 		$2.14M Buy
15,612
+1,242
+9% +$180K 1.05% 9
2021
Q4 		$2.23M Buy
14,370
+8,366
+139% +$1.35M 1.05% 8
2021
Q3 		$1.02M Buy
6,004
+192
+3% +$34.2K 0.64% 29
2021
Q2 		$1.02M Buy
5,812
+818
+16% +$147K 0.63% 23
2021
Q1 		$922K Buy
4,994
+211
+4% +$38.9K 0.68% 21
2020
Q4 		$867K Sell
4,783
-97
-2% -$13.9K 0.71% 22
2020
Q3 		$606K Buy
+4,880
New +$610K 0.6% 35

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

Newbridge Financial Services Group's DIS Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Walt Disney (DIS) stake by 0.14% in Q2 2026, buying an estimated $1.02K and bringing the position to 7,221 shares worth $695K. The position accounts for 0.09% of the portfolio, ranked #152.

Newbridge Financial Services Group first reported a position in DIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Newbridge Financial Services Group held 7,221 shares of Walt Disney worth $695K as of Q2 2026.
  • Newbridge Financial Services Group bought 10 Walt Disney shares in Q2 2026, an estimated $1.02K.
  • Walt Disney made up 0.09% of Newbridge Financial Services Group's portfolio in Q2 2026, its #152 holding.
  • Newbridge Financial Services Group first reported a position in Walt Disney in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Walt Disney position peaked at $2.23M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.