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Evolve Private Wealth’s Walt Disney DIS Stock Holding History

Evolve Private Wealth’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 		$685K Sell
7,059
-11,426
-62% -$1.16M 0.04% 407
2026
Q1 		$1.78M Buy
18,485
+2,979
+19% +$315K 0.1% 207
2025
Q4 		$1.78M Buy
+15,506
New +$1.71M 0.11% 185

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evolve Private Wealth's DIS Position: Q2 2026 in Review

Evolve Private Wealth reduced its Walt Disney (DIS) stake by 62% in Q2 2026, selling an estimated $1.16M and leaving 7,059 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #407.

Evolve Private Wealth first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Evolve Private Wealth held 7,059 shares of Walt Disney worth $685K as of Q2 2026.
  • Evolve Private Wealth sold 11,426 Walt Disney shares in Q2 2026, an estimated $1.16M.
  • Walt Disney made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #407 holding.
  • Evolve Private Wealth first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Walt Disney position peaked at $1.78M in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.