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Evergreen Private Wealth’s Walt Disney DIS Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-158
Closed -$18.1K – 126
2025
Q3 		$18.1K Buy
+158
New +$18.6K 0.01% 141
2025
Q1 		– Sell
-4
Closed -$445 – 192
2024
Q4 		$445 Hold
4
– – ﹤0.01% 191
2024
Q3 		$385 Hold
4
– – ﹤0.01% 196
2024
Q2 		$397 Hold
4
– – ﹤0.01% 202
2024
Q1 		$489 Hold
4
– – ﹤0.01% 205
2023
Q4 		$361 Buy
+4
New +$353 ﹤0.01% 218

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Private Wealth's DIS Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 158 shares — an estimated $18.1K sold.

Evergreen Private Wealth first reported a position in DIS in Q4 2023 and held it in 6 quarters. The position peaked at $18.1K in Q3 2025. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 158 Walt Disney shares in Q4 2025, an estimated $18.1K.
  • Evergreen Private Wealth first reported a position in Walt Disney in Q4 2023 and held it in 6 quarters.
  • Evergreen Private Wealth's Walt Disney position peaked at $18.1K in Q3 2025.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.