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NFP Retirement Inc’s Walt Disney DIS Stock Holding History

NFP Retirement 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 		$215K Buy
2,229
+112
+5% +$11.4K 0.01% 298
2026
Q1 		$204K Sell
2,117
-141
-6% -$14.9K 0.01% 300
2025
Q4 		$257K Sell
2,258
-42
-2% -$4.63K 0.02% 269
2025
Q3 		$263K Buy
2,300
+482
+27% +$56.8K 0.02% 256
2025
Q2 		$225K Buy
+1,818
New +$189K 0.01% 273
2024
Q4 		– Sell
-2,141
Closed -$206K – 294
2024
Q3 		$206K Buy
2,141
+112
+6% +$10.3K 0.02% 271
2024
Q2 		$202K Sell
2,029
-1,435
-41% -$154K 0.02% 266
2024
Q1 		$424K Buy
3,464
+506
+17% +$52.9K 0.04% 195
2023
Q4 		$267K Buy
2,958
+356
+14% +$31.4K 0.05% 206
2023
Q3 		$211K Sell
2,602
-437
-14% -$37.3K 0.04% 213
2023
Q2 		$271K Sell
3,039
-201
-6% -$19K 0.05% 192
2023
Q1 		$324K Sell
3,240
-200
-6% -$20.2K 0.06% 187
2022
Q4 		$299K Buy
3,440
+25
+0.7% +$2.39K 0.07% 187
2022
Q3 		$322K Buy
3,415
+41
+1% +$4.39K 0.08% 174
2022
Q2 		$319K Buy
3,374
+366
+12% +$40.6K 0.08% 178
2022
Q1 		$413K Buy
+3,008
New +$435K 0.1% 147

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

NFP Retirement Inc's DIS Position: Q2 2026 in Review

NFP Retirement Inc increased its Walt Disney (DIS) stake by 5.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,229 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #298.

NFP Retirement Inc first reported a position in DIS in Q1 2022 and has held it in 16 quarters since. The position peaked at $424K in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • NFP Retirement Inc held 2,229 shares of Walt Disney worth $215K as of Q2 2026.
  • NFP Retirement Inc bought 112 Walt Disney shares in Q2 2026, an estimated $11.4K.
  • Walt Disney made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #298 holding.
  • NFP Retirement Inc first reported a position in Walt Disney in Q1 2022 and has held it in 16 quarters since.
  • NFP Retirement Inc's Walt Disney position peaked at $424K in Q1 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.