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Evergreen Wealth Solutions’s Walt Disney DIS Stock Holding History

Evergreen Wealth Solutions’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 		$1.54M Buy
15,971
+10,756
+206% +$1.14M 0.11% 127
2025
Q4 		$593K Sell
5,215
-48
-0.9% -$5.29K 0.08% 110
2025
Q3 		$603K Sell
5,263
-564
-10% -$66.4K 0.34% 52
2025
Q2 		$723K Sell
5,827
-470
-7% -$48.8K 0.44% 46
2025
Q1 		$622K Sell
6,297
-735
-10% -$79K 0.42% 42
2024
Q4 		$783K Buy
7,032
+349
+5% +$36.7K 0.55% 37
2024
Q3 		$643K Sell
6,683
-2,058
-24% -$189K 0.44% 43
2024
Q2 		$868K Sell
8,741
-1,061
-11% -$114K 0.62% 32
2024
Q1 		$1.2M Sell
9,802
-1,533
-14% -$160K 0.89% 28
2023
Q4 		$1.02M Buy
11,335
+192
+2% +$16.9K 0.87% 28
2023
Q3 		$903K Sell
11,143
-250
-2% -$21.4K 0.91% 32
2023
Q2 		$1.02M Buy
11,393
+106
+0.9% +$10K 1.03% 32
2023
Q1 		$1.13M Sell
11,287
-68
-0.6% -$6.86K 1.31% 29
2022
Q4 		$986K Sell
11,355
-564
-5% -$53.9K 1.3% 28
2022
Q3 		$1.12M Buy
11,919
+1,277
+12% +$137K 1.59% 22
2022
Q2 		$1M Sell
10,642
-1,296
-11% -$144K 1.23% 29
2022
Q1 		$1.64M Buy
11,938
+958
+9% +$138K 1.59% 12
2021
Q4 		$1.7M Buy
+10,980
New +$1.77M 1.54% 15

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 Wealth Solutions's DIS Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Walt Disney (DIS) stake by 206% in Q1 2026, buying an estimated $1.14M and bringing the position to 15,971 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #127.

Evergreen Wealth Solutions first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.7M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Evergreen Wealth Solutions held 15,971 shares of Walt Disney worth $1.54M as of Q1 2026.
  • Evergreen Wealth Solutions bought 10,756 Walt Disney shares in Q1 2026, an estimated $1.14M.
  • Walt Disney made up 0.11% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #127 holding.
  • Evergreen Wealth Solutions first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Walt Disney position peaked at $1.7M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.