EWA
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EverSource Wealth Advisors’s Walt Disney DIS Stock Holding History

EverSource Wealth 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 		$833K Sell
8,653
-1,999
-19% -$204K 0.03% 395
2026
Q1 		$1.03M Buy
10,652
+2,796
+36% +$296K 0.03% 369
2025
Q4 		$894K Buy
7,856
+273
+4% +$30.1K 0.03% 372
2025
Q3 		$868K Sell
7,583
-309
-4% -$36.4K 0.03% 344
2025
Q2 		$979K Sell
7,892
-1,322
-14% -$137K 0.04% 286
2025
Q1 		$909K Buy
9,214
+212
+2% +$22.8K 0.05% 265
2024
Q4 		$1M Sell
9,002
-1,188
-12% -$125K 0.06% 246
2024
Q3 		$980K Sell
10,190
-797
-7% -$73.3K 0.06% 222
2024
Q2 		$1.03M Buy
10,987
+1,684
+18% +$181K 0.07% 211
2024
Q1 		$1.03M Buy
9,303
+2,262
+32% +$236K 0.08% 182
2023
Q4 		$636K Sell
7,041
-3,595
-34% -$317K 0.06% 215
2023
Q3 		$862K Sell
10,636
-905
-8% -$77.3K 0.09% 168
2023
Q2 		$1.03M Buy
11,541
+3,712
+47% +$352K 0.11% 154
2023
Q1 		$784K Buy
7,829
+2,401
+44% +$242K 0.1% 162
2022
Q4 		$472K Sell
5,428
-821
-13% -$78.5K 0.07% 204
2022
Q3 		$590K Buy
6,249
+3,757
+151% +$402K 0.14% 150
2022
Q2 		$235K Buy
2,492
+887
+55% +$98.5K 0.06% 241
2022
Q1 		$220K Buy
1,605
+342
+27% +$49.4K 0.06% 246
2021
Q4 		$195K Buy
+1,263
New +$204K 0.05% 224

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

EverSource Wealth Advisors's DIS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Walt Disney (DIS) stake by 19% in Q2 2026, selling an estimated $204K and leaving 8,653 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #395.

EverSource Wealth Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2024. 1,490 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • EverSource Wealth Advisors held 8,653 shares of Walt Disney worth $833K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,999 Walt Disney shares in Q2 2026, an estimated $204K.
  • Walt Disney made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #395 holding.
  • EverSource Wealth Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Walt Disney position peaked at $1.03M in Q1 2024.
  • 1,490 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.