NWF Advisory Services
DIS icon

NWF Advisory Services’s Walt Disney DIS Stock Holding History

NWF Advisory 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
Q3 		$8.18M Buy
78,025
+132
+0.2% +$13.5K 0.76% 32
2026
Q2 		$7.5M Buy
77,893
+4,625
+6% +$472K 0.7% 37
2026
Q1 		$7.06M Buy
73,268
+3,805
+5% +$402K 0.8% 34
2025
Q4 		$7.9M Buy
69,463
+4,194
+6% +$462K 0.87% 29
2025
Q3 		$7.47M Sell
65,269
-1,186
-2% -$140K 0.82% 31
2025
Q2 		$8.24M Buy
66,455
+1,570
+2% +$163K 0.98% 28
2025
Q1 		$6.4M Sell
64,885
-9,416
-13% -$1.01M 0.9% 27
2024
Q4 		$8.31M Buy
74,301
+13,134
+21% +$1.38M 1.22% 27
2024
Q3 		$5.88M Buy
61,167
+6,106
+11% +$562K 0.86% 30
2024
Q2 		$5.47M Buy
55,061
+950
+2% +$102K 0.87% 31
2024
Q1 		$6.62M Sell
54,111
-320
-0.6% -$33.4K 1.11% 25
2023
Q4 		$4.91M Buy
54,431
+3,291
+6% +$290K 0.98% 22
2023
Q3 		$4.14M Buy
51,140
+15,149
+42% +$1.29M 0.98% 24
2023
Q2 		$3.21M Hold
35,991
– – 0.74% 32
2023
Q1 		$3.21M Buy
+35,991
New +$3.63M 0.75% 32

Other funds holding DIS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

NWF Advisory Services's DIS Position: Q3 2026 in Review

NWF Advisory Services increased its Walt Disney (DIS) stake by 0.17% in Q3 2026, buying an estimated $13.5K and bringing the position to 78,025 shares worth $8.18M. The position accounts for 0.76% of the portfolio, ranked #32.

NWF Advisory Services first reported a position in DIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.31M in Q4 2024. 561 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • NWF Advisory Services held 78,025 shares of Walt Disney worth $8.18M as of Q3 2026.
  • NWF Advisory Services bought 132 Walt Disney shares in Q3 2026, an estimated $13.5K.
  • Walt Disney made up 0.76% of NWF Advisory Services's portfolio in Q3 2026, its #32 holding.
  • NWF Advisory Services first reported a position in Walt Disney in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Walt Disney position peaked at $8.31M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.