Evernest Financial Advisors’s Walt Disney DIS Stock Holding History

Evernest Financial 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 Q2	$301K	Sell	3,127 -549	-15%	-$56K	0.06%	151
2026 Q1	$376K	Sell	3,676 -3	-0.1%	-$317	0.08%	132
2025 Q4	$394K	Sell	3,679 -725	-16%	-$79.8K	0.08%	127
2025 Q3	$504K	Buy	4,404 +13	+0.3%	+$1.53K	0.14%	115
2025 Q2	$545K	Buy	4,391 +607	+16%	+$63.1K	0.18%	107
2025 Q1	$373K	Sell	3,784 -798	-17%	-$85.8K	0.13%	115
2024 Q4	$510K	Buy	4,582 +481	+12%	+$50.5K	0.13%	105
2024 Q3	$394K	Sell	4,101 -822	-17%	-$75.6K	0.11%	113
2024 Q2	$489K	Sell	4,923 -320	-6%	-$34.4K	0.22%	85
2024 Q1	$590K	Buy	5,243 +645	+14%	+$67.4K	0.28%	79
2023 Q4	$415K	Buy	+4,598	New	+$405K	0.21%	95
2021 Q4	$506K	Buy	+4,671	New	+$754K	0.26%	81

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evernest Financial Advisors's DIS Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $56K and leaving 3,127 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #151.

Evernest Financial Advisors first reported a position in DIS in Q4 2021 and has held it in 12 quarters since. The position peaked at $590K in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Evernest Financial Advisors held 3,127 shares of Walt Disney worth $301K as of Q2 2026.
Evernest Financial Advisors sold 549 Walt Disney shares in Q2 2026, an estimated $56K.
Walt Disney made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #151 holding.
Evernest Financial Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Walt Disney position peaked at $590K in Q1 2024.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.