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Evelyn Partners Investment Management Services’s Walt Disney DIS Stock Holding History

Evelyn Partners Investment Management Services’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 		$8.22M Sell
85,308
-72,419
-46% -$7.65M 0.97% 29
2025
Q4 		$17.9M Buy
157,727
+7,762
+5% +$855K 2.25% 14
2025
Q3 		$17.2M Buy
149,965
+8,529
+6% +$1M 2.31% 13
2025
Q2 		$17.5M Buy
141,436
+971
+0.7% +$101K 2.63% 9
2025
Q1 		$13.9M Buy
140,465
+8,572
+6% +$921K 2.27% 13
2024
Q4 		$14.7M Buy
+131,893
New +$13.9M 2.56% 10

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

Evelyn Partners Investment Management Services's DIS Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Walt Disney (DIS) stake by 46% in Q1 2026, selling an estimated $7.65M and leaving 85,308 shares worth $8.22M. The position accounts for 0.97% of the portfolio, ranked #29.

Evelyn Partners Investment Management Services first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.9M in Q4 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Evelyn Partners Investment Management Services held 85,308 shares of Walt Disney worth $8.22M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 72,419 Walt Disney shares in Q1 2026, an estimated $7.65M.
  • Walt Disney made up 0.97% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #29 holding.
  • Evelyn Partners Investment Management Services first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Walt Disney position peaked at $17.9M in Q4 2025.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.