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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
Q2 		$1.76M Buy
16,841
+870
+5% +$88.7K 0.09% 148
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 $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

Evergreen Wealth Solutions's DIS Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Walt Disney (DIS) stake by 5.4% in Q2 2026, buying an estimated $88.7K and bringing the position to 16,841 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #148.

Evergreen Wealth Solutions first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Evergreen Wealth Solutions held 16,841 shares of Walt Disney worth $1.76M as of Q2 2026.
  • Evergreen Wealth Solutions bought 870 Walt Disney shares in Q2 2026, an estimated $88.7K.
  • Walt Disney made up 0.09% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #148 holding.
  • Evergreen Wealth Solutions first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.