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

Evolution 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
2025
Q4 		– Sell
-1,747
Closed -$200K – 169
2025
Q3 		$200K Sell
1,747
-65
-4% -$7.66K 0.03% 161
2025
Q2 		$225K Sell
1,812
-375
-17% -$39K 0.03% 155
2025
Q1 		$216K Sell
2,187
-2,034
-48% -$219K 0.04% 140
2024
Q4 		$470K Buy
4,221
+1,000
+31% +$105K 0.08% 91
2024
Q3 		$310K Buy
3,221
+75
+2% +$6.9K 0.06% 103
2024
Q2 		$319K Sell
3,146
-1,965
-38% -$212K 0.06% 99
2024
Q1 		$625K Sell
5,111
-2,331
-31% -$243K 0.12% 72
2023
Q4 		$672K Buy
7,442
+1,842
+33% +$162K 0.14% 67
2023
Q3 		$454K Buy
+5,600
New +$478K 0.1% 79
2023
Q2 		– Sell
-4,373
Closed -$438K – 118
2023
Q1 		$438K Sell
4,373
-74
-2% -$7.46K 0.11% 77
2022
Q4 		$386K Sell
4,447
-215
-5% -$20.6K 0.1% 88
2022
Q3 		$440K Sell
4,662
-75
-2% -$8.03K 0.12% 74
2022
Q2 		$447K Buy
4,737
+233
+5% +$25.9K 0.11% 74
2022
Q1 		$619K Hold
4,504
– – 0.13% 69
2021
Q4 		$698 Hold
4,504
– – 0.11% 64
2021
Q3 		$762K Sell
4,504
-1,074
-19% -$191K 0.16% 52
2021
Q2 		$980K Sell
5,578
-255
-4% -$45.9K 0.2% 59
2021
Q1 		$1.08M Buy
5,833
+108
+2% +$19.9K 0.24% 60
2020
Q4 		$1.04M Sell
5,725
-3,686
-39% -$529K 0.23% 57
2020
Q3 		$1.17M Sell
9,411
-15,315
-62% -$1.91M 0.32% 46
2020
Q2 		$2.76M Buy
24,726
+24,191
+4,522% +$2.67M 0.9% 23
2020
Q1 		$52K Sell
535
-1,008
-65% -$127K 0.02% 112
2019
Q4 		$223K Buy
+1,543
New +$215K 0.06% 73
2019
Q3 		– Sell
-1,338
Closed -$187K – 506
2019
Q2 		$187K Sell
1,338
-253
-16% -$33.6K 0.08% 46
2019
Q1 		$177K Buy
1,591
+1,422
+841% +$159K 0.08% 48
2018
Q4 		$19K Buy
+169
New +$19.2K 0.01% 114

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evolution Wealth Advisors's DIS Position: Q4 2025 in Review

Evolution Wealth Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,747 shares — an estimated $200K sold.

Evolution Wealth Advisors first reported a position in DIS in Q4 2018 and held it in 26 quarters. The position peaked at $2.76M in Q2 2020. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Evolution Wealth Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,747 Walt Disney shares in Q4 2025, an estimated $200K.
  • Evolution Wealth Advisors first reported a position in Walt Disney in Q4 2018 and held it in 26 quarters.
  • Evolution Wealth Advisors's Walt Disney position peaked at $2.76M in Q2 2020.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Evolution Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.