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DIS icon

Nvest Financial’s Walt Disney DIS Stock Holding History

Nvest Financial’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 		– Sell
-6,471
Closed -$624K – 152
2026
Q1 		$624K Buy
6,471
+1,203
+23% +$127K 0.23% 81
2025
Q4 		$599K Buy
5,268
+2,296
+77% +$253K 0.25% 74
2025
Q3 		$340K Buy
2,972
+187
+7% +$22K 0.2% 95
2025
Q2 		$345K Buy
2,785
+685
+33% +$71.2K 0.18% 81
2025
Q1 		$207K Buy
+2,100
New +$226K 0.11% 95

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

Nvest Financial's DIS Position: Q2 2026 in Review

Nvest Financial sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 6,471 shares — an estimated $624K sold.

Nvest Financial first reported a position in DIS in Q1 2025 and held it in 5 quarters. The position peaked at $624K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Nvest Financial reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Nvest Financial sold 6,471 Walt Disney shares in Q2 2026, an estimated $624K.
  • Nvest Financial first reported a position in Walt Disney in Q1 2025 and held it in 5 quarters.
  • Nvest Financial's Walt Disney position peaked at $624K in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.