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NewEdge Advisors’s Walt Disney DIS Stock Holding History

NewEdge 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
Q1 		$19.6M Sell
203,028
-69,616
-26% -$7.36M 0.07% 266
2025
Q4 		$29.5M Buy
272,644
+119,768
+78% +$13.2M 0.11% 185
2025
Q3 		$17.5M Buy
152,876
+8,187
+6% +$964K 0.08% 249
2025
Q2 		$17.9M Buy
144,689
+6,786
+5% +$705K 0.09% 229
2025
Q1 		$13.6M Buy
137,903
+12,143
+10% +$1.3M 0.08% 256
2024
Q4 		$14M Buy
125,760
+24,445
+24% +$2.57M 0.08% 236
2024
Q3 		$9.75M Sell
101,315
-5,968
-6% -$549K 0.06% 302
2024
Q2 		$10.7M Buy
107,283
+6,686
+7% +$720K 0.08% 251
2024
Q1 		$12.3M Buy
100,597
+3,955
+4% +$413K 0.11% 197
2023
Q4 		$8.9M Buy
96,642
+85
+0.1% +$7.49K 0.08% 224
2023
Q3 		$7.83M Sell
96,557
-3,546
-4% -$303K 0.09% 230
2023
Q2 		$8.94M Sell
100,103
-1,817
-2% -$172K 0.1% 202
2023
Q1 		$10.2M Buy
101,920
+8,628
+9% +$870K 0.13% 173
2022
Q4 		$4.84M Buy
93,292
+2,793
+3% +$267K 0.13% 171
2022
Q3 		$8.54M Buy
90,499
+3,666
+4% +$392K 0.14% 162
2022
Q2 		$8.2M Buy
86,833
+7,825
+10% +$869K 0.14% 164
2022
Q1 		$10.8M Sell
79,008
-12,334
-14% -$1.78M 0.17% 139
2021
Q4 		$14.1M Buy
91,342
+43,144
+90% +$6.97M 0.21% 106
2021
Q3 		$8.15M Buy
48,198
+10,001
+26% +$1.78M 0.2% 111
2021
Q2 		$6.71M Buy
38,197
+1,683
+5% +$303K 0.18% 124
2021
Q1 		$6.74M Buy
36,514
+2,250
+7% +$415K 0.2% 113
2020
Q4 		$6.21M Buy
34,264
+4,110
+14% +$590K 0.2% 109
2020
Q3 		$3.74M Sell
30,154
-15,862
-34% -$1.98M 0.13% 159
2020
Q2 		$5.13M Sell
46,016
-14,948
-25% -$1.65M 0.2% 109
2020
Q1 		$5.89M Buy
60,964
+2,499
+4% +$316K 0.28% 89
2019
Q4 		$8.46M Buy
58,465
+7,660
+15% +$1.07M 0.34% 78
2019
Q3 		$6.63M Buy
50,805
+24,562
+94% +$3.4M 0.29% 88
2019
Q2 		$3.67M Buy
26,243
+2,549
+11% +$338K 0.22% 113
2019
Q1 		$2.63M Sell
23,694
-857
-3% -$95.8K 0.17% 144
2018
Q4 		$2.69K Buy
24,551
+3,304
+16% +$376K 0.17% 125
2018
Q3 		$2.48M Buy
21,247
+4,984
+31% +$555K 0.19% 123
2018
Q2 		$1.71K Buy
16,263
+4,592
+39% +$470K 0.16% 137
2018
Q1 		$1.15M Sell
11,671
-302
-3% -$32.1K 0.13% 173
2017
Q4 		$1.32M Sell
11,973
-90
-0.7% -$9.27K 0.18% 137
2017
Q3 		$1.2M Buy
12,063
+4,259
+55% +$438K 0.19% 139
2017
Q2 		$808K Buy
7,804
+5,760
+282% +$631K 0.14% 150
2017
Q1 		$230K Sell
2,044
-1,201
-37% -$132K 0.05% 238
2016
Q4 		$356K Sell
3,245
-4,036
-55% -$394K 0.1% 175
2016
Q3 		$676K Buy
+7,281
New +$697K 0.21% 98

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Advisors's DIS Position: Q1 2026 in Review

NewEdge Advisors reduced its Walt Disney (DIS) stake by 26% in Q1 2026, selling an estimated $7.36M and leaving 203,028 shares worth $19.6M. The position accounts for 0.07% of the portfolio, ranked #266.

NewEdge Advisors first reported a position in DIS in Q3 2016 and has held it in 39 quarters since. The position peaked at $29.5M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • NewEdge Advisors held 203,028 shares of Walt Disney worth $19.6M as of Q1 2026.
  • NewEdge Advisors sold 69,616 Walt Disney shares in Q1 2026, an estimated $7.36M.
  • Walt Disney made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #266 holding.
  • NewEdge Advisors first reported a position in Walt Disney in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's Walt Disney position peaked at $29.5M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.