Elevation Advisory Partners’s Walt Disney DIS Stock Holding History

Elevation Advisory Partners’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	–	Sell	-1,885	Closed	-$209K	–	57
2026 Q1	$209K	Buy	+1,885	New	+$199K	0.19%	91

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elevation Advisory Partners's DIS Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 1,885 shares — an estimated $209K sold.

Elevation Advisory Partners first reported a position in DIS in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 2,921 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Elevation Advisory Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Elevation Advisory Partners sold 1,885 Walt Disney shares in Q2 2026, an estimated $209K.
Elevation Advisory Partners first reported a position in Walt Disney in Q1 2026 and held it in 1 quarter.
Elevation Advisory Partners's Walt Disney position peaked at $209K in Q1 2026.
2,921 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.