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Essential Partners’s Walt Disney DIS Stock Holding History

Essential 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 		$11.9K Sell
124
-2,948
-96% -$301K 0.01% 1141
2026
Q1 		$296K Sell
3,072
-68
-2% -$7.19K 0.1% 225
2025
Q4 		$357K Buy
3,140
+70
+2% +$7.71K 0.11% 234
2025
Q3 		$352K Sell
3,070
-68
-2% -$8.01K 0.12% 223
2025
Q2 		$389K Buy
+3,138
New +$326K 0.16% 191

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Essential Partners's DIS Position: Q2 2026 in Review

Essential Partners reduced its Walt Disney (DIS) stake by 96% in Q2 2026, selling an estimated $301K and leaving 124 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #1141.

Essential Partners first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $389K in Q2 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Essential Partners held 124 shares of Walt Disney worth $11.9K as of Q2 2026.
  • Essential Partners sold 2,948 Walt Disney shares in Q2 2026, an estimated $301K.
  • Walt Disney made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1141 holding.
  • Essential Partners first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Walt Disney position peaked at $389K in Q2 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.