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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
2025
Q2 		– Sell
-700
Closed -$13.2K – 423
2025
Q1 		$13.2K Sell
700
-200
-22% -$21.5K ﹤0.01% 359
2024
Q4 		$100K Hold
900
– – 0.01% 267
2024
Q3 		$18.2K Sell
900
-500
-36% -$46K ﹤0.01% 340
2024
Q2 		$36.2K Hold
1,400
– – 0.01% 314
2024
Q1 		$66.7K Hold
1,400
– – 0.01% 317
2023
Q4 		$29.8K Hold
1,400
– – 0.01% 293
2023
Q3 		$25.5K Buy
+1,400
New +$120K 0.01% 282

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

NWF Advisory Services's DIS Position: Q2 2026 in Review

NWF Advisory Services increased its Walt Disney (DIS) stake by 6.3% in Q2 2026, buying an estimated $472K and bringing the position to 77,893 shares worth $7.5M. The position accounts for 0.7% of the portfolio, ranked #37.

NWF Advisory Services first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.31M in Q4 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • NWF Advisory Services held 77,893 shares of Walt Disney worth $7.5M as of Q2 2026.
  • NWF Advisory Services bought 4,625 Walt Disney shares in Q2 2026, an estimated $472K.
  • Walt Disney made up 0.7% of NWF Advisory Services's portfolio in Q2 2026, its #37 holding.
  • NWF Advisory Services first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • NWF Advisory Services's Walt Disney position peaked at $8.31M in Q4 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.