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 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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Elevation Wealth Partners increased its Walt Disney (DIS) stake by 0.52% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,723 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #116.

Elevation Wealth Partners first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $339K in Q1 2024. 1,156 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Elevation Wealth Partners held 2,723 shares of Walt Disney worth $262K as of Q2 2026.
Elevation Wealth Partners bought 14 Walt Disney shares in Q2 2026, an estimated $1.43K.
Walt Disney made up 0.08% of Elevation Wealth Partners's portfolio in Q2 2026, its #116 holding.
Elevation Wealth Partners first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Walt Disney position peaked at $339K in Q1 2024.
1,156 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.