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 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

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

NWF Advisory Services's DIS Position: Q1 2026 in Review

NWF Advisory Services increased its Walt Disney (DIS) stake by 5.5% in Q1 2026, buying an estimated $402K and bringing the position to 73,268 shares worth $7.06M. The position accounts for 0.8% of the portfolio, ranked #34.

NWF Advisory Services first reported a position in DIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.31M in Q4 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

NWF Advisory Services held 73,268 shares of Walt Disney worth $7.06M as of Q1 2026.
NWF Advisory Services bought 3,805 Walt Disney shares in Q1 2026, an estimated $402K.
Walt Disney made up 0.8% of NWF Advisory Services's portfolio in Q1 2026, its #34 holding.
NWF Advisory Services first reported a position in Walt Disney in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Walt Disney position peaked at $8.31M in Q4 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.