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PW Nova Financial Services’s Walt Disney DIS Stock Holding History

PW Nova Financial 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 		$1.37M Buy
14,265
+4,917
+53% +$520K 0.34% 74
2025
Q4 		$1.05M Buy
+9,348
New +$1.03M 0.4% 51

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PW Nova Financial Services's DIS Position: Q1 2026 in Review

PW Nova Financial Services increased its Walt Disney (DIS) stake by 53% in Q1 2026, buying an estimated $520K and bringing the position to 14,265 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #74.

PW Nova Financial Services first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • PW Nova Financial Services held 14,265 shares of Walt Disney worth $1.37M as of Q1 2026.
  • PW Nova Financial Services bought 4,917 Walt Disney shares in Q1 2026, an estimated $520K.
  • Walt Disney made up 0.34% of PW Nova Financial Services's portfolio in Q1 2026, its #74 holding.
  • PW Nova Financial Services first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.