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Empowered Funds’s Walt Disney DIS Stock Holding History

Empowered Funds’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
Q1 		$30.6M Buy
+317,573
New +$33.6M 0.2% 91
2025
Q4 		– Sell
-142,093
Closed -$16.3M – 1236
2025
Q3 		$16.3M Buy
142,093
+35,699
+34% +$4.2M 0.16% 117
2025
Q2 		$13.2M Buy
106,394
+2,649
+3% +$275K 0.15% 140
2025
Q1 		$10.2M Buy
103,745
+15,580
+18% +$1.67M 0.15% 148
2024
Q4 		$9.82M Sell
88,165
-2,795
-3% -$294K 0.14% 157
2024
Q3 		$8.75M Buy
90,960
+6,507
+8% +$599K 0.14% 178
2024
Q2 		$8.39M Buy
84,453
+15,318
+22% +$1.65M 0.15% 163
2024
Q1 		$8.46M Buy
69,135
+13,959
+25% +$1.46M 0.15% 156
2023
Q4 		$4.98M Buy
55,176
+3,215
+6% +$283K 0.13% 235
2023
Q3 		$4.21M Buy
51,961
+3,548
+7% +$303K 0.12% 219
2023
Q2 		$4.32M Buy
48,413
+12,356
+34% +$1.17M 0.15% 170
2023
Q1 		$3.61M Buy
+36,057
New +$3.64M 0.21% 137
2022
Q4 		– Sell
-9,251
Closed -$885K – 489
2022
Q3 		$873K Buy
9,251
+1,169
+14% +$125K 0.08% 195
2022
Q2 		$763K Sell
8,082
-177
-2% -$19.6K 0.1% 204
2022
Q1 		$1.13M Buy
+8,259
New +$1.19M 0.12% 175
2021
Q2 		– Sell
-6,378
Closed -$1.16M – 240
2021
Q1 		$1.16M Hold
6,378
– – 0.22% 135
2020
Q4 		$1.16M Buy
+6,378
New +$915K 0.22% 135

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empowered Funds's DIS Position: Q1 2026 in Review

Empowered Funds opened a new position in Walt Disney (DIS) in Q1 2026: 317,573 shares worth $30.6M. The stake represents 0.2% of the portfolio and ranks #91 among its holdings. This is a return to the name: Empowered Funds previously reported a position in DIS as recently as Q3 2025.

Empowered Funds first reported a position in DIS in Q4 2020 and has held it in 17 quarters since. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Empowered Funds held 317,573 shares of Walt Disney worth $30.6M as of Q1 2026.
  • Walt Disney was a new Empowered Funds position in Q1 2026.
  • Walt Disney made up 0.2% of Empowered Funds's portfolio in Q1 2026, its #91 holding.
  • Empowered Funds first reported a position in Walt Disney in Q4 2020 and has held it in 17 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.