NOI
DIS icon

Newton One Investments’s Walt Disney DIS Stock Holding History

Newton One Investments’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 		$3.75K Hold
39
– – ﹤0.01% 136
2026
Q1 		$3.75K Hold
39
– – ﹤0.01% 111
2025
Q4 		$4.4K Hold
39
– – ﹤0.01% 111
2025
Q3 		$4.43K Buy
39
+1
+3% +$118 ﹤0.01% 110
2025
Q2 		$4.77K Hold
38
– – ﹤0.01% 111
2025
Q1 		$3.8K Hold
38
– – ﹤0.01% 106
2024
Q4 		$4.27K Buy
+38
New +$3.99K ﹤0.01% 110
2024
Q3 		– Sell
-38
Closed -$3.79K – 56
2024
Q2 		$3.79K Hold
38
– – ﹤0.01% 105
2024
Q1 		$4.67K Sell
38
-1,000
-96% -$104K ﹤0.01% 102
2023
Q4 		$93.7K Hold
1,038
– – 0.04% 57
2023
Q3 		$84.1K Sell
1,038
-200
-16% -$17.1K 0.05% 56
2023
Q2 		$111K Buy
1,238
+200
+19% +$18.9K 0.06% 55
2023
Q1 		$104K Hold
1,038
– – 0.06% 56
2022
Q4 		$90.2K Hold
1,038
– – 0.06% 55
2022
Q3 		$98K Hold
1,038
– – 0.07% 48
2022
Q2 		$98K Hold
1,038
– – 0.07% 52
2022
Q1 		$142K Sell
1,038
-38
-4% -$5.49K 0.1% 41
2021
Q4 		$167K Hold
1,076
– – 0.12% 39
2021
Q3 		$182K Hold
1,076
– – 0.14% 36
2021
Q2 		$189K Buy
1,076
+76
+8% +$13.7K 0.15% 34
2021
Q1 		$185K Hold
1,000
– – 0.16% 27
2020
Q4 		$181K Buy
+1,000
New +$144K 0.18% 25

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Newton One Investments's DIS Position: Q2 2026 in Review

Newton One Investments held its Walt Disney (DIS) position steady in Q2 2026 at 39 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Newton One Investments first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $189K in Q2 2021. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Newton One Investments held 39 shares of Walt Disney worth $3.75K as of Q2 2026.
  • Newton One Investments left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #136 holding.
  • Newton One Investments first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Newton One Investments's Walt Disney position peaked at $189K in Q2 2021.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.