EIP
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Essential Investment Partners’s Walt Disney DIS Stock Holding History

Essential Investment Partners’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 		$24.5K Hold
255
– – 0.02% 182
2026
Q1 		$24.6K Hold
255
– – 0.02% 177
2025
Q4 		$29K Buy
+255
New +$28.1K 0.03% 157

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Essential Investment Partners's DIS Position: Q2 2026 in Review

Essential Investment Partners held its Walt Disney (DIS) position steady in Q2 2026 at 255 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #182.

Essential Investment Partners first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $29K in Q4 2025. 770 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Essential Investment Partners held 255 shares of Walt Disney worth $24.5K as of Q2 2026.
  • Essential Investment Partners left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.02% of Essential Investment Partners's portfolio in Q2 2026, its #182 holding.
  • Essential Investment Partners first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Walt Disney position peaked at $29K in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.