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Everhart Financial Group’s Walt Disney DIS Stock Holding History

Everhart 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 		$911K Buy
9,464
+1,281
+16% +$131K 0.06% 190
2026
Q1 		$789K Buy
8,183
+29
+0.4% +$3.06K 0.07% 214
2025
Q4 		$928K Buy
8,154
+79
+1% +$8.7K 0.09% 165
2025
Q3 		$925K Buy
8,075
+368
+5% +$43.3K 0.09% 155
2025
Q2 		$956K Sell
7,707
-1,253
-14% -$130K 0.11% 123
2025
Q1 		$884K Buy
8,960
+1,010
+13% +$109K 0.12% 121
2024
Q4 		$885K Buy
7,950
+1,444
+22% +$152K 0.18% 113
2024
Q3 		$616K Sell
6,506
-368
-5% -$33.9K 0.14% 168
2024
Q2 		$673K Buy
6,874
+1,110
+19% +$119K 0.17% 124
2024
Q1 		$705K Buy
5,764
+709
+14% +$74.1K 0.21% 107
2023
Q4 		$456K Buy
+5,055
New +$446K 0.16% 125
2023
Q3 		– Sell
-2,545
Closed -$227K – 217
2023
Q2 		$227K Sell
2,545
-703
-22% -$66.6K 0.09% 192
2023
Q1 		$325K Buy
+3,248
New +$327K 0.15% 126
2022
Q4 		– Sell
-4,929
Closed -$465K – 201
2022
Q3 		$465K Buy
4,929
+2,047
+71% +$219K 0.26% 75
2022
Q2 		$272K Sell
2,882
-549
-16% -$60.9K 0.17% 127
2022
Q1 		$471K Buy
+3,431
New +$496K 0.27% 80
2021
Q4 		– Sell
-2,803
Closed -$474K – 108
2021
Q3 		$474K Buy
2,803
+454
+19% +$80.9K 0.32% 57
2021
Q2 		$413K Buy
2,349
+1,242
+112% +$223K 0.28% 62
2021
Q1 		$205K Buy
+1,107
New +$204K 0.18% 78

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Everhart Financial Group increased its Walt Disney (DIS) stake by 16% in Q2 2026, buying an estimated $131K and bringing the position to 9,464 shares worth $911K. The position accounts for 0.06% of the portfolio, ranked #190.

Everhart Financial Group first reported a position in DIS in Q1 2021 and has held it in 19 quarters since. The position peaked at $956K in Q2 2025. 633 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Everhart Financial Group held 9,464 shares of Walt Disney worth $911K as of Q2 2026.
  • Everhart Financial Group bought 1,281 Walt Disney shares in Q2 2026, an estimated $131K.
  • Walt Disney made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #190 holding.
  • Everhart Financial Group first reported a position in Walt Disney in Q1 2021 and has held it in 19 quarters since.
  • Everhart Financial Group's Walt Disney position peaked at $956K in Q2 2025.
  • 633 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.