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Newman Dignan & Sheerar Inc’s Walt Disney DIS Stock Holding History

Newman Dignan & Sheerar Inc’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 		$735K Sell
7,636
-814
-10% -$83K 0.14% 105
2026
Q1 		$814K Sell
8,450
-329
-4% -$34.8K 0.17% 94
2025
Q4 		$999K Buy
8,779
+374
+4% +$41.2K 0.21% 83
2025
Q3 		$962K Buy
8,405
+237
+3% +$27.9K 0.21% 86
2025
Q2 		$1.01M Buy
+8,168
New +$849K 0.23% 80
2025
Q1 		– Sell
-7,907
Closed -$880K – 177
2024
Q4 		$880K Sell
7,907
-316
-4% -$33.2K 0.23% 90
2024
Q3 		$791K Sell
8,223
-951
-10% -$87.5K 0.19% 93
2024
Q2 		$911K Sell
9,174
-223
-2% -$24K 0.23% 89
2024
Q1 		$1.15M Sell
9,397
-419
-4% -$43.8K 0.31% 78
2023
Q4 		$886K Buy
9,816
+991
+11% +$87.4K 0.27% 88
2023
Q3 		$715K Sell
8,825
-4,476
-34% -$382K 0.23% 93
2023
Q2 		$1.19M Buy
13,301
+25
+0.2% +$2.37K 0.37% 72
2023
Q1 		$1.33M Sell
13,276
-108
-0.8% -$10.9K 0.43% 68
2022
Q4 		$1.16M Sell
13,384
-1,760
-12% -$168K 0.39% 75
2022
Q3 		$1.43M Sell
15,144
-500
-3% -$53.5K 0.22% 61
2022
Q2 		$1.48M Sell
15,644
-168
-1% -$18.6K 0.5% 63
2022
Q1 		$2.17M Buy
15,812
+466
+3% +$67.4K 0.42% 45
2021
Q4 		$2.38M Buy
15,346
+12
+0.1% +$1.94K 0.72% 36
2021
Q3 		$2.59M Sell
15,334
-220
-1% -$39.2K 0.75% 30
2021
Q2 		$2.73M Sell
15,554
-317
-2% -$57K 0.92% 29
2021
Q1 		$2.93M Sell
15,871
-254
-2% -$46.8K 1.06% 25
2020
Q4 		$2.92M Sell
16,125
-970
-6% -$139K 0.47% 23
2020
Q3 		$2.12M Buy
17,095
+15
+0.1% +$1.88K 0.89% 32
2020
Q2 		$1.98M Buy
17,080
+160
+0.9% +$17.7K 0.85% 35
2020
Q1 		$1.75M Sell
16,920
-124
-0.7% -$15.7K 0.92% 28
2019
Q4 		$2.46M Sell
17,044
-245
-1% -$34.2K 0.26% 30
2019
Q3 		$2.25M Buy
17,289
+79
+0.5% +$10.9K 1.06% 27
2019
Q2 		$2.4M Sell
17,210
-25
-0.1% -$3.32K 1.09% 25
2019
Q1 		$1.91M Buy
17,235
+203
+1% +$22.7K 0.77% 31
2018
Q4 		$1.87M Buy
17,032
+470
+3% +$53.4K 0.16% 36
2018
Q3 		$1.9M Buy
16,562
+22
+0.1% +$2.45K 0.83% 36
2018
Q2 		$1.73M Buy
16,540
+380
+2% +$38.9K 0.12% 32
2018
Q1 		$1.62M Sell
16,160
-6
-0% -$638 0.82% 34
2017
Q4 		$1.74M Sell
16,166
-1,085
-6% -$112K 0.87% 31
2017
Q3 		$1.7M Sell
17,251
-8
-0% -$823 0.91% 30
2017
Q2 		$1.83M Sell
17,259
-600
-3% -$65.7K 1.02% 26
2017
Q1 		$2.02M Sell
17,859
-48
-0.3% -$5.29K 0.9% 28
2016
Q4 		$1.87M Sell
17,907
-675
-4% -$65.8K 1.14% 26
2016
Q3 		$1.73M Buy
18,582
+580
+3% +$55.5K 1.08% 25
2016
Q2 		$1.76M Buy
18,002
+186
+1% +$18.6K 1.1% 25
2016
Q1 		$1.77M Buy
17,816
+877
+5% +$84.7K 1.29% 22
2015
Q4 		$1.78M Sell
16,939
-327
-2% -$36.4K 1.26% 23
2015
Q3 		$1.76M Buy
17,266
+5,237
+44% +$570K 1.13% 21
2015
Q2 		$1.37M Sell
12,029
-150
-1% -$16.5K 0.99% 31
2015
Q1 		$1.28M Sell
12,179
-346
-3% -$34.9K 0.91% 31
2014
Q4 		$1.18M Sell
12,525
-50
-0.4% -$4.51K 0.71% 35
2014
Q3 		$1.12M Buy
12,575
+300
+2% +$26.5K 0.84% 36
2014
Q2 		$1.05M Sell
12,275
-100
-0.8% -$8.17K 0.6% 47
2014
Q1 		$991K Buy
12,375
+100
+0.8% +$7.75K 0.71% 44
2013
Q4 		$938K Buy
12,275
+1,694
+16% +$117K 0.66% 46
2013
Q3 		$682K Sell
10,581
-25
-0.2% -$1.6K 0.53% 62
2013
Q2 		$670K Buy
+10,606
New +$670K 0.05% 60

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

Newman Dignan & Sheerar Inc's DIS Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Walt Disney (DIS) stake by 9.6% in Q2 2026, selling an estimated $83K and leaving 7,636 shares worth $735K. The position accounts for 0.14% of the portfolio, ranked #105.

Newman Dignan & Sheerar Inc first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.93M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 7,636 shares of Walt Disney worth $735K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 814 Walt Disney shares in Q2 2026, an estimated $83K.
  • Walt Disney made up 0.14% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #105 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Newman Dignan & Sheerar Inc's Walt Disney position peaked at $2.93M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.