EFG
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Everest Financial Group’s Walt Disney DIS Stock Holding History

Everest Financial Group’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 		$257K Buy
2,670
+13
+0.5% +$1.32K 0.03% 183
2026
Q1 		$256K Buy
2,657
+825
+45% +$87.2K 0.04% 174
2025
Q4 		$208K Buy
+1,832
New +$202K 0.05% 89

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

Everest Financial Group's DIS Position: Q2 2026 in Review

Everest Financial Group increased its Walt Disney (DIS) stake by 0.49% in Q2 2026, buying an estimated $1.32K and bringing the position to 2,670 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #183.

Everest Financial Group first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Everest Financial Group held 2,670 shares of Walt Disney worth $257K as of Q2 2026.
  • Everest Financial Group bought 13 Walt Disney shares in Q2 2026, an estimated $1.32K.
  • Walt Disney made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #183 holding.
  • Everest Financial Group first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.