NW
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NewEdge Wealth’s Walt Disney DIS Stock Holding History

NewEdge Wealth’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 		$1.56M Sell
16,200
-1,622
-9% -$165K 0.02% 524
2026
Q1 		$1.72M Sell
17,822
-10,352
-37% -$1.09M 0.02% 478
2025
Q4 		$3.21M Buy
28,174
+13,103
+87% +$1.44M 0.04% 336
2025
Q3 		$1.68M Buy
15,071
+1,637
+12% +$193K 0.02% 440
2025
Q2 		$1.52M Sell
13,434
-1,647
-11% -$171K 0.02% 441
2025
Q1 		$1.49M Sell
15,081
-627
-4% -$67.4K 0.03% 412
2024
Q4 		$1.75M Buy
15,708
+1,926
+14% +$202K 0.03% 380
2024
Q3 		$1.33M Sell
13,782
-464
-3% -$42.7K 0.02% 421
2024
Q2 		$1.41M Sell
14,246
-1,835
-11% -$198K 0.03% 369
2024
Q1 		$1.81M Sell
16,081
-137
-0.8% -$14.3K 0.04% 342
2023
Q4 		$1.46M Buy
16,218
+4,501
+38% +$397K 0.04% 339
2023
Q3 		$950K Buy
11,717
+315
+3% +$26.9K 0.03% 365
2023
Q2 		$1.02M Sell
11,402
-1,677
-13% -$159K 0.03% 352
2023
Q1 		$1.31M Buy
13,079
+2,805
+27% +$283K 0.05% 281
2022
Q4 		$893K Buy
10,274
+319
+3% +$30.5K 0.04% 302
2022
Q3 		$939K Buy
9,955
+2,382
+31% +$255K 0.04% 277
2022
Q2 		$715K Sell
7,573
-1,375
-15% -$153K 0.03% 333
2022
Q1 		$1.23M Buy
8,948
+992
+12% +$143K 0.05% 202
2021
Q4 		$1.23M Buy
7,956
+2,097
+36% +$339K 0.05% 217
2021
Q3 		$991K Sell
5,859
-176
-3% -$31.4K 0.06% 180
2021
Q2 		$1.06M Buy
6,035
+150
+3% +$27K 0.08% 171
2021
Q1 		$1.09M Buy
+5,885
New +$1.09M 0.11% 150

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

NewEdge Wealth's DIS Position: Q2 2026 in Review

NewEdge Wealth reduced its Walt Disney (DIS) stake by 9.1% in Q2 2026, selling an estimated $165K and leaving 16,200 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #524.

NewEdge Wealth first reported a position in DIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.21M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • NewEdge Wealth held 16,200 shares of Walt Disney worth $1.56M as of Q2 2026.
  • NewEdge Wealth sold 1,622 Walt Disney shares in Q2 2026, an estimated $165K.
  • Walt Disney made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #524 holding.
  • NewEdge Wealth first reported a position in Walt Disney in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Walt Disney position peaked at $3.21M in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.