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EPG Wealth Management’s Walt Disney DIS Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-2,336
Closed -$231K – 336
2025
Q1 		$231K Sell
2,336
-91
-4% -$9.78K 0.06% 214
2024
Q4 		$270K Sell
2,427
-352
-13% -$37K 0.07% 203
2024
Q3 		$267K Buy
+2,779
New +$256K 0.07% 215
2024
Q2 		– Sell
-3,059
Closed -$329K – 212
2024
Q1 		$374K Sell
3,059
-399
-12% -$41.7K 0.09% 194
2023
Q4 		$382K Sell
3,458
-264
-7% -$23.3K 0.1% 182
2023
Q3 		$302K Buy
3,722
+36
+1% +$3.08K 0.09% 192
2023
Q2 		$329K Sell
3,686
-601
-14% -$56.9K 0.1% 182
2023
Q1 		$429K Sell
4,287
-236
-5% -$23.8K 0.14% 151
2022
Q4 		$393K Sell
4,523
-15,693
-78% -$1.5M 0.15% 128
2022
Q3 		$1.91M Sell
20,216
-24
-0.1% -$2.57K 0.78% 23
2022
Q2 		$1.91M Sell
20,240
-851
-4% -$94.5K 0.82% 23
2022
Q1 		$2.89M Sell
21,091
-293
-1% -$42.4K 1% 20
2021
Q4 		$3.31M Buy
21,384
+5,066
+31% +$818K 1.16% 17
2021
Q3 		$2.76M Buy
16,318
+237
+1% +$42.2K 1.11% 18
2021
Q2 		$2.83M Buy
16,081
+217
+1% +$39K 1.2% 19
2021
Q1 		$2.93M Sell
15,864
-81
-0.5% -$14.9K 1.42% 13
2020
Q4 		$2.89M Buy
15,945
+847
+6% +$122K 1.73% 10
2020
Q3 		$1.87M Buy
15,098
+976
+7% +$122K 1.38% 17
2020
Q2 		$1.57M Buy
14,122
+861
+6% +$95.1K 1.12% 19
2020
Q1 		$1.28M Buy
13,261
+3,691
+39% +$467K 0.94% 20
2019
Q4 		$1.38M Buy
+9,570
New +$1.34M 1.01% 25

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EPG Wealth Management's DIS Position: Q2 2025 in Review

EPG Wealth Management sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,336 shares — an estimated $231K sold.

EPG Wealth Management first reported a position in DIS in Q4 2019 and held it in 21 quarters. The position peaked at $3.31M in Q4 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • EPG Wealth Management reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 2,336 Walt Disney shares in Q2 2025, an estimated $231K.
  • EPG Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's Walt Disney position peaked at $3.31M in Q4 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.