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Evergreen Advisors’s Walt Disney DIS Stock Holding History

Evergreen Advisors’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 		$24K Buy
+249
New +$26.3K 0.01% 93

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

Evergreen Advisors's DIS Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Walt Disney (DIS) in Q1 2026: 249 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #93 among its holdings.

2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Evergreen Advisors held 249 shares of Walt Disney worth $24K as of Q1 2026.
  • Walt Disney was a new Evergreen Advisors position in Q1 2026.
  • Walt Disney made up 0.01% of Evergreen Advisors's portfolio in Q1 2026, its #93 holding.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.