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Northern Financial Advisors’s Walt Disney DIS Stock Holding History

Northern Financial Advisors’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 		$288K Buy
+2,987
New +$305K 0.19% 93
2025
Q4 		– Sell
-2,117
Closed -$243K – 101
2025
Q3 		$243K Buy
2,117
+454
+27% +$53.5K 0.13% 113
2025
Q2 		$206K Sell
1,663
-433
-21% -$45K 0.15% 106
2025
Q1 		$207K Sell
2,096
-123
-6% -$13.2K 0.17% 103
2024
Q4 		$247K Sell
2,219
-673
-23% -$70.7K 0.2% 99
2024
Q3 		$278K Sell
2,892
-713
-20% -$65.6K 0.21% 92
2024
Q2 		$358K Sell
3,605
-127
-3% -$13.7K 0.29% 86
2024
Q1 		$457K Buy
3,732
+217
+6% +$22.7K 0.36% 83
2023
Q4 		$317K Buy
+3,515
New +$310K 0.27% 96
2023
Q2 		– Sell
-3,398
Closed -$340K – 113
2023
Q1 		$340K Buy
3,398
+513
+18% +$51.7K 0.32% 81
2022
Q4 		$251K Buy
+2,885
New +$276K 0.28% 82

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

Northern Financial Advisors's DIS Position: Q2 2026 in Review

Northern Financial Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 2,987 shares worth $288K. The stake represents 0.19% of the portfolio and ranks #93 among its holdings. This is a return to the name: Northern Financial Advisors previously reported a position in DIS as recently as Q3 2025.

Northern Financial Advisors first reported a position in DIS in Q4 2022 and has held it in 11 quarters since. The position peaked at $457K in Q1 2024. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Northern Financial Advisors held 2,987 shares of Walt Disney worth $288K as of Q2 2026.
  • Walt Disney was a new Northern Financial Advisors position in Q2 2026.
  • Walt Disney made up 0.19% of Northern Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Northern Financial Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 11 quarters since.
  • Northern Financial Advisors's Walt Disney position peaked at $457K in Q1 2024.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.