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Elevated Capital Advisors’s Walt Disney DIS Stock Holding History

Elevated Capital Advisors’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
Q2 		$396K Sell
4,119
-2,498
-38% -$255K 0.11% 156
2026
Q1 		$638K Sell
6,617
-789
-11% -$83.4K 0.16% 149
2025
Q4 		$843K Sell
7,406
-1,124
-13% -$124K 0.2% 135
2025
Q3 		$977K Sell
8,530
-468
-5% -$55.1K 0.24% 104
2025
Q2 		$888K Hold
8,998
– – 0.25% 118
2025
Q1 		$888K Sell
8,998
-293
-3% -$31.5K 0.25% 118
2024
Q4 		$1.03M Buy
9,291
+979
+12% +$103K 0.28% 97
2024
Q3 		$800K Buy
8,312
+1,740
+26% +$160K 0.21% 150
2024
Q2 		$653K Buy
6,572
+465
+8% +$50.1K 0.18% 153
2024
Q1 		$747K Buy
6,107
+291
+5% +$30.4K 0.21% 112
2023
Q4 		$525K Sell
5,816
-106
-2% -$9.35K 0.16% 127
2023
Q3 		$480K Buy
5,922
+1,480
+33% +$126K 0.16% 125
2023
Q2 		$397K Buy
4,442
+487
+12% +$46.1K 0.13% 146
2023
Q1 		$396K Sell
3,955
-266
-6% -$26.8K 0.14% 135
2022
Q4 		$367K Buy
+4,221
New +$404K 0.14% 129
2021
Q3 		$205K Buy
+1,213
New +$216K 0.07% 177
2021
Q1 		– Sell
-1,116
Closed -$202K – 164
2020
Q4 		$202K Buy
+1,116
New +$160K 0.09% 164

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

Elevated Capital Advisors's DIS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Walt Disney (DIS) stake by 38% in Q2 2026, selling an estimated $255K and leaving 4,119 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #156.

Elevated Capital Advisors first reported a position in DIS in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.03M in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Elevated Capital Advisors held 4,119 shares of Walt Disney worth $396K as of Q2 2026.
  • Elevated Capital Advisors sold 2,498 Walt Disney shares in Q2 2026, an estimated $255K.
  • Walt Disney made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #156 holding.
  • Elevated Capital Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 17 quarters since.
  • Elevated Capital Advisors's Walt Disney position peaked at $1.03M in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.