SIMON QUICK ADVISORS, LLC

Position in DIS — Walt Disney Co

CIK 1692038 MORRISTOWN, NJ

Position in DIS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$578,077

-$5,022 QoQ

Shares Held

6,006

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,742

of 2,924 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $4,170,389 across 4 Entertainment names. DIS ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	26,700	$1,906,380
2	TKO	TKO Group Holdings, Inc.	7,295	$1,468,556
3	DIS	Walt Disney Co This page	6,006	$578,077
4	MANU	Manchester United plc	9,480	$217,376

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,077	6,006	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$583,099	6,050	-11.0%	Shares	Sole	2026-05-06
2025-12-31	$773,067	6,795	+11.7%	Shares	Sole	2026-01-29
2025-09-30	$696,618	6,084	-55.1%	Shares	Sole	2025-10-21
2025-03-31	$1,337,582	13,552	+25.8%	Shares	Sole	2025-04-15
2024-12-31	$1,199,462	10,772	+19.4%	Shares	Sole	2025-01-17
2024-09-30	$867,922	9,023	-1.2%	Shares	Sole	2024-10-15
2024-06-30	$907,113	9,136	-21.6%	Shares	Sole	2024-08-02
2024-03-31	$1,425,983	11,654	+28.5%	Shares	Sole	2024-04-19
2023-12-31	$818,749	9,068	+6.5%	Shares	Sole	2024-01-16
2023-09-30	$690,059	8,514	+6.8%	Shares	Sole	2023-10-24
2023-06-30	$711,561	7,970	-4.0%	Shares	Sole	2023-08-01
2023-03-31	$830,878	8,298	+16.2%	Shares	Sole	2023-05-15
2022-12-31	$620,410	7,141	-2.0%	Shares	Sole	2023-01-30
2022-09-30	$687,477	7,288	+31.6%	Shares	Sole	2022-11-07
2022-06-30	$522,598	5,536	+55.9%	Shares	Sole	2022-08-08
2022-03-31	$487,055	3,551	+9.1%	Shares	Sole	2022-05-05
2021-12-31	$504,012	3,254	-41.3%	Shares	Sole	2022-02-08
2021-09-30	$937,709	5,543	+57.4%	Shares	Sole	2021-10-27
2021-06-30	$619,061	3,522	+2.6%	Shares	Sole	2021-07-21
2021-03-31	$633,457	3,433	+11.6%	Shares	Sole	2021-05-06
2020-12-31	$557,490	3,077	-16.5%	Shares	Sole	2021-01-27
2020-09-30	$456,986	3,683	+46.9%	Shares	Sole	2020-10-26
2020-06-30	$279,667	2,508	+26.9%	Shares	Sole	2020-08-04
2020-03-31	$190,978	1,977	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.