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EP Wealth Advisors’s Walt Disney DIS Stock Holding History

EP Wealth Advisors’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 		$8.16M Buy
84,629
+94
+0.1% +$9.94K 0.04% 241
2025
Q4 		$9.62M Buy
+84,535
New +$9.31M 0.05% 206
2025
Q2 		$11M Sell
88,512
-3,079
-3% -$320K 0.07% 174
2025
Q1 		$9.04M Sell
91,591
-387,292
-81% -$41.6M 0.07% 159
2024
Q4 		$53.3M Sell
478,883
-15,749
-3% -$1.65M 0.44% 52
2024
Q3 		$47.6M Buy
494,632
+39,828
+9% +$3.66M 0.41% 58
2024
Q2 		$45.2M Buy
454,804
+20,283
+5% +$2.18M 0.48% 52
2024
Q1 		$53.2M Sell
434,521
-137,303
-24% -$14.3M 0.62% 45
2023
Q4 		$51.6M Buy
571,824
+17,013
+3% +$1.5M 0.66% 42
2023
Q3 		$45M Buy
554,811
+74,058
+15% +$6.32M 0.7% 35
2023
Q2 		$46.6M Buy
480,753
+460,054
+2,223% +$43.6M 0.67% 35
2023
Q1 		$6.88M Sell
20,699
-410,303
-95% -$41.4M 0.12% 113
2022
Q4 		$37.4M Buy
431,002
+31,977
+8% +$3.06M 0.67% 40
2022
Q3 		$37.6M Buy
399,025
+41,260
+12% +$4.42M 0.85% 27
2022
Q2 		$33.8M Buy
357,765
+42,947
+14% +$4.77M 0.76% 35
2022
Q1 		$43.2M Buy
314,818
+29,124
+10% +$4.21M 0.95% 23
2021
Q4 		$44.3M Buy
285,694
+13,017
+5% +$2.1M 1.05% 19
2021
Q3 		$46.1M Buy
272,677
+24,018
+10% +$4.28M 1.26% 13
2021
Q2 		$43.7M Buy
248,659
+17,226
+7% +$3.1M 1.21% 16
2021
Q1 		$42.7M Buy
231,433
+3,961
+2% +$730K 1.36% 12
2020
Q4 		$41.2M Buy
227,472
+7,998
+4% +$1.15M 1.45% 12
2020
Q3 		$27.2M Buy
219,474
+5,655
+3% +$707K 1.17% 17
2020
Q2 		$23.8M Buy
213,819
+840
+0.4% +$92.7K 1.02% 18
2020
Q1 		$20.6M Buy
212,979
+17,232
+9% +$2.18M 1.01% 16
2019
Q4 		$28.3M Buy
195,747
+989
+0.5% +$138K 1.17% 11
2019
Q3 		$25.4M Buy
194,758
+576
+0.3% +$79.6K 1.26% 14
2019
Q2 		$27.1M Buy
194,182
+23,826
+14% +$3.16M 1.69% 10
2019
Q1 		$18.9M Buy
170,356
+4,818
+3% +$539K 1.82% 15
2018
Q4 		$18.2M Buy
165,538
+2,614
+2% +$297K 1.4% 14
2018
Q3 		$19.1M Buy
162,924
+3,221
+2% +$359K 1.49% 15
2018
Q2 		$16.7M Buy
159,703
+4,752
+3% +$486K 1.58% 15
2018
Q1 		$15.6M Buy
154,951
+20,222
+15% +$2.15M 1.5% 16
2017
Q4 		$14.5M Buy
134,729
+8,072
+6% +$832K 1.53% 20
2017
Q3 		$12.5M Buy
126,657
+7,081
+6% +$728K 1.44% 21
2017
Q2 		$12.7M Buy
119,576
+6,034
+5% +$661K 1.56% 17
2017
Q1 		$12.9M Buy
113,542
+2,859
+3% +$315K 1.78% 13
2016
Q4 		$10.1M Buy
110,683
+4,723
+4% +$461K 1.48% 15
2016
Q3 		$9.84M Buy
105,960
+1,111
+1% +$106K 1.54% 17
2016
Q2 		$10.3M Sell
104,849
-8,038
-7% -$804K 1.63% 14
2016
Q1 		$11.2M Sell
112,887
-11,373
-9% -$1.1M 1.72% 12
2015
Q4 		$13.1M Sell
124,260
-599
-0.5% -$66.8K 2.19% 10
2015
Q3 		$12.8M Sell
124,859
-1,203
-1% -$131K 2.43% 10
2015
Q2 		$14.4M Sell
126,062
-3,357
-3% -$369K 2.7% 9
2015
Q1 		$13.6M Sell
129,419
-3,822
-3% -$386K 2.55% 10
2014
Q4 		$12.6M Buy
133,241
+1,368
+1% +$123K 2.07% 16
2014
Q3 		$11.7M Buy
131,873
+2,410
+2% +$213K 1.9% 15
2014
Q2 		$11.1M Buy
129,463
+2,096
+2% +$171K 2.58% 14
2014
Q1 		$10.2M Sell
127,367
-125
-0.1% -$9.69K 2.79% 15
2013
Q4 		$9.74M Buy
127,492
+2,346
+2% +$163K 2.53% 16
2013
Q3 		$8.07M Buy
125,146
+1,820
+1% +$117K 2.54% 19
2013
Q2 		$7.79M Buy
+123,326
New +$7.79M 2.81% 17

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

EP Wealth Advisors's DIS Position: Q1 2026 in Review

EP Wealth Advisors increased its Walt Disney (DIS) stake by 0.11% in Q1 2026, buying an estimated $9.94K and bringing the position to 84,629 shares worth $8.16M. The position accounts for 0.04% of the portfolio, ranked #241.

EP Wealth Advisors first reported a position in DIS in Q2 2013 and has held it in 51 quarters since. The position peaked at $53.3M in Q4 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • EP Wealth Advisors held 84,629 shares of Walt Disney worth $8.16M as of Q1 2026.
  • EP Wealth Advisors bought 94 Walt Disney shares in Q1 2026, an estimated $9.94K.
  • Walt Disney made up 0.04% of EP Wealth Advisors's portfolio in Q1 2026, its #241 holding.
  • EP Wealth Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's Walt Disney position peaked at $53.3M in Q4 2024.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.