EF
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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
2023
Q1 		– Sell
-48,535
Closed -$4.22M – 572
2022
Q4 		$4.22M Buy
+48,535
New +$4.64M 0.28% 117

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.