EWM
DIS icon

Evolution Wealth Management’s Walt Disney DIS Stock Holding History

Evolution Wealth Management’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 		$54.2K Buy
563
+246
+78% +$25.1K 0.03% 295
2026
Q1 		$30.6K Buy
317
+143
+82% +$15.1K 0.02% 355
2025
Q4 		$19.8K Buy
174
+100
+135% +$11K 0.02% 356
2025
Q3 		$8.5K Sell
74
-53
-42% -$6.24K 0.01% 389
2025
Q2 		$15.8K Buy
+127
New +$13.2K 0.02% 314

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Evolution Wealth Management's DIS Position: Q2 2026 in Review

Evolution Wealth Management increased its Walt Disney (DIS) stake by 78% in Q2 2026, buying an estimated $25.1K and bringing the position to 563 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #295.

Evolution Wealth Management first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Evolution Wealth Management held 563 shares of Walt Disney worth $54.2K as of Q2 2026.
  • Evolution Wealth Management bought 246 Walt Disney shares in Q2 2026, an estimated $25.1K.
  • Walt Disney made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Evolution Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.