Novak & Powell Financial Services’s Walt Disney DIS Stock Holding History

Novak & Powell Financial Services’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	$487K	Buy	5,055 +20	+0.4%	+$2.11K	0.26%	83
2025 Q4	$573K	Sell	5,035 -100	-2%	-$11K	0.3%	73
2025 Q3	$588K	Sell	5,135 -588	-10%	-$69.3K	0.31%	71
2025 Q2	$710K	Sell	5,723 -63	-1%	-$6.55K	0.49%	44
2025 Q1	$571K	Buy	5,786 +16	+0.3%	+$1.72K	0.36%	67
2024 Q4	$642K	Hold	5,770	–	–	0.38%	62
2024 Q3	$555K	Sell	5,770 -18	-0.3%	-$1.66K	0.32%	71
2024 Q2	$575K	Sell	5,788 -20	-0.3%	-$2.15K	0.36%	66
2024 Q1	$711K	Buy	5,808 +2	+0%	+$209	0.53%	48
2023 Q4	$524K	Buy	+5,806	New	+$512K	0.35%	71

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak & Powell Financial Services's DIS Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Walt Disney (DIS) stake by 0.4% in Q1 2026, buying an estimated $2.11K and bringing the position to 5,055 shares worth $487K. The position accounts for 0.26% of the portfolio, ranked #83.

Novak & Powell Financial Services first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $711K in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Novak & Powell Financial Services held 5,055 shares of Walt Disney worth $487K as of Q1 2026.
Novak & Powell Financial Services bought 20 Walt Disney shares in Q1 2026, an estimated $2.11K.
Walt Disney made up 0.26% of Novak & Powell Financial Services's portfolio in Q1 2026, its #83 holding.
Novak & Powell Financial Services first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Walt Disney position peaked at $711K in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.