NRI
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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
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 $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

NFP Retirement Inc's DIS Position: Q1 2026 in Review

NFP Retirement Inc reduced its Walt Disney (DIS) stake by 6.2% in Q1 2026, selling an estimated $14.9K and leaving 2,117 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #300.

NFP Retirement Inc first reported a position in DIS in Q1 2022 and has held it in 15 quarters since. The position peaked at $424K in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • NFP Retirement Inc held 2,117 shares of Walt Disney worth $204K as of Q1 2026.
  • NFP Retirement Inc sold 141 Walt Disney shares in Q1 2026, an estimated $14.9K.
  • Walt Disney made up 0.01% of NFP Retirement Inc's portfolio in Q1 2026, its #300 holding.
  • NFP Retirement Inc first reported a position in Walt Disney in Q1 2022 and has held it in 15 quarters since.
  • NFP Retirement Inc's Walt Disney position peaked at $424K in Q1 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.