Envestnet Portfolio Solutions
DIS icon

Envestnet Portfolio Solutions’s Walt Disney DIS Stock Holding History

Envestnet Portfolio Solutions’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 		$6.52M Buy
67,712
+11,642
+21% +$1.19M 0.03% 282
2026
Q1 		$5.4M Sell
56,070
-21,671
-28% -$2.29M 0.03% 276
2025
Q4 		$8.84M Buy
77,741
+21,594
+38% +$2.38M 0.03% 264
2025
Q3 		$6.43M Buy
56,147
+272
+0.5% +$32K 0.02% 300
2025
Q2 		$6.93M Sell
55,875
-3,782
-6% -$393K 0.03% 287
2025
Q1 		$5.89M Sell
59,657
-13,865
-19% -$1.49M 0.02% 324
2024
Q4 		$8.19M Sell
73,522
-2,389
-3% -$251K 0.03% 283
2024
Q3 		$7.3M Buy
75,911
+4,364
+6% +$402K 0.02% 312
2024
Q2 		$7.1M Sell
71,547
-4,264
-6% -$459K 0.02% 296
2024
Q1 		$9.28M Buy
75,811
+14,809
+24% +$1.55M 0.03% 240
2023
Q4 		$5.51M Buy
61,002
+1,644
+3% +$145K 0.02% 303
2023
Q3 		$4.81M Buy
+59,358
New +$5.07M 0.02% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Envestnet Portfolio Solutions's DIS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Walt Disney (DIS) stake by 21% in Q2 2026, buying an estimated $1.19M and bringing the position to 67,712 shares worth $6.52M. The position accounts for 0.03% of the portfolio, ranked #282.

Envestnet Portfolio Solutions first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.28M in Q1 2024. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Envestnet Portfolio Solutions held 67,712 shares of Walt Disney worth $6.52M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 11,642 Walt Disney shares in Q2 2026, an estimated $1.19M.
  • Walt Disney made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #282 holding.
  • Envestnet Portfolio Solutions first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Walt Disney position peaked at $9.28M in Q1 2024.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.