Envestnet Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338M | Buy |
3,510,953
+676,755
| +24% | +$71.5M | 0.09% | 206 |
|
|
2025
Q4 | $322M | Sell |
2,834,198
-609,583
| -18% | -$67.1M | 0.1% | 196 |
|
|
2025
Q3 | $394M | Sell |
3,443,781
-16,667
| -0.5% | -$1.96M | 0.11% | 160 |
|
|
2025
Q2 | $429M | Sell |
3,460,448
-39,773
| -1% | -$4.13M | 0.13% | 140 |
|
|
2025
Q1 | $345M | Sell |
3,500,221
-462,995
| -12% | -$49.8M | 0.11% | 164 |
|
|
2024
Q4 | $441M | Buy |
3,963,216
+282,760
| +8% | +$29.7M | 0.14% | 121 |
|
|
2024
Q3 | $354M | Sell |
3,680,456
-71,598
| -2% | -$6.59M | 0.11% | 161 |
|
|
2024
Q2 | $373M | Sell |
3,752,054
-24,132
| -0.6% | -$2.6M | 0.13% | 143 |
|
|
2024
Q1 | $462M | Buy |
3,776,186
+1,332,682
| +55% | +$139M | 0.17% | 111 |
|
|
2023
Q4 | $221M | Buy |
2,443,504
+63,535
| +3% | +$5.6M | 0.09% | 208 |
|
|
2023
Q3 | $193M | Buy |
2,379,969
+498,241
| +26% | +$42.6M | 0.09% | 215 |
|
|
2023
Q2 | $168M | Buy |
1,881,728
+16,554
| +0.9% | +$1.57M | 0.07% | 236 |
|
|
2023
Q1 | $187M | Buy |
1,865,174
+178,945
| +11% | +$18M | 0.09% | 200 |
|
|
2022
Q4 | $146M | Sell |
1,686,229
-19,458
| -1% | -$1.86M | 0.08% | 234 |
|
|
2022
Q3 | $161M | Buy |
1,705,687
+97,930
| +6% | +$10.5M | 0.09% | 197 |
|
|
2022
Q2 | $152M | Buy |
1,607,757
+290,693
| +22% | +$32.3M | 0.08% | 211 |
|
|
2022
Q1 | $181M | Buy |
1,317,064
+102,427
| +8% | +$14.8M | 0.09% | 195 |
|
|
2021
Q4 | $188M | Sell |
1,214,637
-281,824
| -19% | -$45.5M | 0.09% | 186 |
|
|
2021
Q3 | $253M | Buy |
1,496,461
+85,324
| +6% | +$15.2M | 0.14% | 130 |
|
|
2021
Q2 | $248M | Buy |
1,411,137
+98,184
| +7% | +$17.7M | 0.14% | 128 |
|
|
2021
Q1 | $242M | Buy |
1,312,953
+375,770
| +40% | +$69.3M | 0.16% | 114 |
|
|
2020
Q4 | $170M | Sell |
937,183
-56,784
| -6% | -$8.15M | 0.13% | 127 |
|
|
2020
Q3 | $123M | Sell |
993,967
-29,496
| -3% | -$3.69M | 0.11% | 153 |
|
|
2020
Q2 | $114M | Buy |
1,023,463
+14,378
| +1% | +$1.59M | 0.11% | 153 |
|
|
2020
Q1 | $97.5M | Sell |
1,009,085
-227,776
| -18% | -$28.8M | 0.12% | 144 |
|
|
2019
Q4 | $179M | Buy |
1,236,861
+115,829
| +10% | +$16.2M | 0.19% | 90 |
|
|
2019
Q3 | $146M | Buy |
1,121,032
+84,602
| +8% | +$11.7M | 0.16% | 108 |
|
|
2019
Q2 | $145M | Buy |
1,036,430
+136,133
| +15% | +$18.1M | 0.18% | 89 |
|
|
2019
Q1 | $100M | Buy |
900,297
+144,168
| +19% | +$16.1M | 0.14% | 114 |
|
|
2018
Q4 | $82.9M | Buy |
756,129
+539,209
| +249% | +$61.3M | 0.13% | 126 |
|
|
2018
Q3 | $25.4M | Buy |
216,920
+2,595
| +1% | +$289K | 0.04% | 157 |
|
|
2018
Q2 | $22.5M | Buy |
214,325
+132,077
| +161% | +$13.5M | 0.05% | 169 |
|
|
2018
Q1 | $8.25M | Sell |
82,248
-252,889
| -75% | -$26.9M | 0.02% | 276 |
|
|
2017
Q4 | $36M | Buy |
335,137
+14,928
| +5% | +$1.54M | 0.08% | 127 |
|
|
2017
Q3 | $31.6M | Sell |
320,209
-57,445
| -15% | -$5.91M | 0.08% | 135 |
|
|
2017
Q2 | $40.1M | Buy |
377,654
+6,715
| +2% | +$735K | 0.11% | 110 |
|
|
2017
Q1 | $42.1M | Sell |
370,939
-17,007
| -4% | -$1.87M | 0.13% | 101 |
|
|
2016
Q4 | $40.4M | Buy |
387,946
+60,737
| +19% | +$5.92M | 0.15% | 100 |
|
|
2016
Q3 | $30.4M | Sell |
327,209
-50,958
| -13% | -$4.88M | 0.12% | 138 |
|
|
2016
Q2 | $37M | Sell |
378,167
-14,128
| -4% | -$1.41M | 0.15% | 124 |
|
|
2016
Q1 | $39M | Buy |
392,295
+35,959
| +10% | +$3.47M | 0.17% | 105 |
|
|
2015
Q4 | $37.4M | Sell |
356,336
-2,377
| -0.7% | -$265K | 0.17% | 111 |
|
|
2015
Q3 | $36.7M | Buy |
358,713
+61,534
| +21% | +$6.7M | 0.18% | 105 |
|
|
2015
Q2 | $33.9M | Buy |
297,179
+70,712
| +31% | +$7.77M | 0.16% | 132 |
|
|
2015
Q1 | $23.8M | Buy |
226,467
+219,790
| +3,292% | +$22.2M | 0.12% | 168 |
|
|
2014
Q4 | $629K | Sell |
6,677
-4,676
| -41% | -$422K | 0.01% | 656 |
|
|
2014
Q3 | $1.01M | Sell |
11,353
-66
| -0.6% | -$5.82K | 0.01% | 562 |
|
|
2014
Q2 | $979K | Buy |
11,419
+526
| +5% | +$43K | 0.01% | 550 |
|
|
2014
Q1 | $872K | Buy |
10,893
+1,689
| +18% | +$131K | 0.01% | 508 |
|
|
2013
Q4 | $703K | Buy |
9,204
+624
| +7% | +$43.2K | 0.01% | 542 |
|
|
2013
Q3 | $553K | Sell |
8,580
-11,614
| -58% | -$745K | 0.01% | 588 |
|
|
2013
Q2 | $1.27M | Buy |
+20,194
| New | +$1.28M | 0.02% | 359 |
|
Other funds holding DIS
VCM
VPM
Envestnet Asset Management's DIS Position: Q1 2026 in Review
Envestnet Asset Management increased its Walt Disney (DIS) stake by 24% in Q1 2026, buying an estimated $71.5M and bringing the position to 3,510,953 shares worth $338M. The position accounts for 0.09% of the portfolio, ranked #206.
Envestnet Asset Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $462M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Envestnet Asset Management held 3,510,953 shares of Walt Disney worth $338M as of Q1 2026.
- Envestnet Asset Management bought 676,755 Walt Disney shares in Q1 2026, an estimated $71.5M.
- Walt Disney made up 0.09% of Envestnet Asset Management's portfolio in Q1 2026, its #206 holding.
- Envestnet Asset Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's Walt Disney position peaked at $462M in Q1 2024.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.