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Nvest Wealth Strategies’s Walt Disney DIS Stock Holding History

Nvest Wealth Strategies’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 		$1.08K Hold
11
– – ﹤0.01% 211
2026
Q1 		$1.09K Hold
11
– – ﹤0.01% 213
2025
Q4 		$1.27K Buy
+11
New +$1.21K ﹤0.01% 191

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's DIS Position: Q2 2026 in Review

Nvest Wealth Strategies held its Walt Disney (DIS) position steady in Q2 2026 at 11 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Nvest Wealth Strategies first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27K in Q4 2025. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Nvest Wealth Strategies held 11 shares of Walt Disney worth $1.08K as of Q2 2026.
  • Nvest Wealth Strategies left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #211 holding.
  • Nvest Wealth Strategies first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Walt Disney position peaked at $1.27K in Q4 2025.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.