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EWG Elevate’s Walt Disney DIS Stock Holding History

EWG Elevate’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
Q3 		$244K Sell
2,131
-552
-21% -$65K 0.08% 101
2025
Q2 		$333K Buy
2,683
+4
+0.1% +$416 0.1% 115
2025
Q1 		$264K Sell
2,679
-510
-16% -$54.8K 0.1% 101
2024
Q4 		$355K Buy
3,189
+1
+0% +$105 0.11% 113
2024
Q3 		$307K Sell
3,188
-157
-5% -$14.4K 0.12% 87
2024
Q2 		$332K Buy
3,345
+132
+4% +$14.2K 0.12% 103
2024
Q1 		$393K Sell
3,213
-46
-1% -$4.8K 0.15% 88
2023
Q4 		$294K Buy
+3,259
New +$287K 0.12% 81
2023
Q3 		– Sell
-2,425
Closed -$216K – 99
2023
Q2 		$216K Sell
2,425
-74
-3% -$7.01K 0.09% 88
2023
Q1 		$250K Sell
2,499
-87
-3% -$8.77K 0.11% 77
2022
Q4 		$225K Sell
2,586
-1,136
-31% -$109K 0.11% 71
2022
Q3 		$351K Sell
3,722
-32
-0.9% -$3.42K 0.2% 53
2022
Q2 		$354K Buy
3,754
+1,678
+81% +$186K 0.17% 55
2022
Q1 		$285K Buy
2,076
+180
+9% +$26K 0.11% 69
2021
Q4 		$294K Buy
1,896
+100
+6% +$16.1K 0.14% 68
2021
Q3 		$304K Buy
1,796
+17
+1% +$3.03K 0.13% 71
2021
Q2 		$315K Sell
1,779
-177
-9% -$31.8K 0.12% 66
2021
Q1 		$361K Sell
1,956
-8
-0.4% -$1.48K 0.16% 57
2020
Q4 		$356K Buy
1,964
+3
+0.2% +$431 0.16% 61
2020
Q3 		$243K Sell
1,961
-396
-17% -$49.5K 0.14% 55
2020
Q2 		$263K Sell
2,357
-3,357
-59% -$371K 0.18% 50
2020
Q1 		$552K Buy
+5,714
New +$722K 0.42% 39

Other funds holding DIS

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

EWG Elevate's DIS Position: Q3 2025 in Review

EWG Elevate reduced its Walt Disney (DIS) stake by 21% in Q3 2025, selling an estimated $65K and leaving 2,131 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #101.

EWG Elevate first reported a position in DIS in Q1 2020 and has held it in 22 quarters since. The position peaked at $552K in Q1 2020. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • EWG Elevate held 2,131 shares of Walt Disney worth $244K as of Q3 2025.
  • EWG Elevate sold 552 Walt Disney shares in Q3 2025, an estimated $65K.
  • Walt Disney made up 0.08% of EWG Elevate's portfolio in Q3 2025, its #101 holding.
  • EWG Elevate first reported a position in Walt Disney in Q1 2020 and has held it in 22 quarters since.
  • EWG Elevate's Walt Disney position peaked at $552K in Q1 2020.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.