EA
DIS icon

Everpar Advisors’s Walt Disney DIS Stock Holding History

Everpar 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 		$620K Buy
6,442
+854
+15% +$87.1K 0.18% 120
2026
Q1 		$539K Sell
5,588
-680
-11% -$71.9K 0.19% 123
2025
Q4 		$713K Buy
6,268
+906
+17% +$99.8K 0.26% 77
2025
Q3 		$614K Buy
5,362
+202
+4% +$23.8K 0.24% 94
2025
Q2 		$640K Buy
5,160
+161
+3% +$16.7K 0.29% 78
2025
Q1 		$493K Sell
4,999
-99
-2% -$10.6K 0.26% 100
2024
Q4 		$568K Buy
5,098
+342
+7% +$35.9K 0.29% 87
2024
Q3 		$457K Sell
4,756
-499
-9% -$45.9K 0.24% 131
2024
Q2 		$522K Buy
5,255
+978
+23% +$105K 0.26% 115
2024
Q1 		$523K Buy
+4,277
New +$447K 0.32% 95

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Everpar Advisors's DIS Position: Q2 2026 in Review

Everpar Advisors increased its Walt Disney (DIS) stake by 15% in Q2 2026, buying an estimated $87.1K and bringing the position to 6,442 shares worth $620K. The position accounts for 0.18% of the portfolio, ranked #120.

Everpar Advisors first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $713K in Q4 2025. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Everpar Advisors held 6,442 shares of Walt Disney worth $620K as of Q2 2026.
  • Everpar Advisors bought 854 Walt Disney shares in Q2 2026, an estimated $87.1K.
  • Walt Disney made up 0.18% of Everpar Advisors's portfolio in Q2 2026, its #120 holding.
  • Everpar Advisors first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Everpar Advisors's Walt Disney position peaked at $713K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.