EWM
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Empirical Wealth Management’s Walt Disney DIS Stock Holding History

Empirical Wealth Management’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
2023
Q1 		– Hold
0
– -$43.4K – 470
2022
Q4 		– Hold
0
– – – 449
2020
Q2 		– Sell
-100
Closed -$10K – 336
2020
Q1 		$10K Buy
+100
New +$12.6K ﹤0.01% 318

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Empirical Wealth Management's DIS Position: Q2 2026 in Review

Empirical Wealth Management increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $44.2K and bringing the position to 21,645 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #266.

Empirical Wealth Management first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Empirical Wealth Management held 21,645 shares of Walt Disney worth $2.08M as of Q2 2026.
  • Empirical Wealth Management bought 434 Walt Disney shares in Q2 2026, an estimated $44.2K.
  • Walt Disney made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Empirical Wealth Management first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.