Elevation Wealth Partners
DIS icon

Elevation Wealth Partners’s Walt Disney DIS Stock Holding History

Elevation Wealth 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
Q3 		$280K Sell
2,671
-52
-2% -$5.33K 0.08% 121
2026
Q2 		$262K Buy
2,723
+14
+0.5% +$1.43K 0.08% 116
2026
Q1 		$261K Buy
2,709
+49
+2% +$5.18K 0.09% 101
2025
Q4 		$303K Sell
2,660
-156
-6% -$17.2K 0.11% 99
2025
Q3 		$322K Buy
2,816
+127
+5% +$15K 0.12% 94
2025
Q2 		$334K Hold
2,689
– – 0.13% 88
2025
Q1 		$265K Buy
2,689
+16
+0.6% +$1.72K 0.11% 93
2024
Q4 		$298K Hold
2,673
– – 0.13% 91
2024
Q3 		$257K Sell
2,673
-130
-5% -$12K 0.11% 98
2024
Q2 		$278K Buy
2,803
+34
+1% +$3.66K 0.13% 89
2024
Q1 		$339K Sell
2,769
-1,051
-28% -$110K 0.17% 82
2023
Q4 		$310K Buy
3,820
+3,381
+770% +$298K 0.19% 81
2023
Q3 		$35.6K Hold
439
– – 0.03% 171
2023
Q2 		$39.2K Sell
439
-600
-58% -$56.8K 0.03% 174
2023
Q1 		$104K Buy
+1,039
New +$105K 0.1% 97

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Elevation Wealth Partners's DIS Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Walt Disney (DIS) stake by 1.9% in Q3 2026, selling an estimated $5.33K and leaving 2,671 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #121.

Elevation Wealth Partners first reported a position in DIS in Q1 2023 and has held it in 15 quarters since. The position peaked at $339K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Elevation Wealth Partners held 2,671 shares of Walt Disney worth $280K as of Q3 2026.
  • Elevation Wealth Partners sold 52 Walt Disney shares in Q3 2026, an estimated $5.33K.
  • Walt Disney made up 0.08% of Elevation Wealth Partners's portfolio in Q3 2026, its #121 holding.
  • Elevation Wealth Partners first reported a position in Walt Disney in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Walt Disney position peaked at $339K in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.