Millstone Evans Group’s Walt Disney DIS Stock Holding History

Millstone Evans Group’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	$284K	Sell	2,953 -100	-3%	-$10.2K	0.15%	107
2026 Q1	$294K	Sell	3,053 -30	-1%	-$3.17K	0.18%	103
2025 Q4	$351K	Buy	3,083 +627	+26%	+$69.1K	0.21%	87
2025 Q3	$281K	Buy	2,456 +59	+2%	+$6.95K	0.18%	94
2025 Q2	$297K	Hold	2,397	–	–	0.2%	92
2025 Q1	$237K	Buy	2,397 +8	+0.3%	+$860	0.16%	103
2024 Q4	$266K	Buy	+2,389	New	+$251K	0.18%	97

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Millstone Evans Group's DIS Position: Q2 2026 in Review

Millstone Evans Group reduced its Walt Disney (DIS) stake by 3.3% in Q2 2026, selling an estimated $10.2K and leaving 2,953 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #107.

Millstone Evans Group first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q4 2025. 2,522 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Millstone Evans Group held 2,953 shares of Walt Disney worth $284K as of Q2 2026.
Millstone Evans Group sold 100 Walt Disney shares in Q2 2026, an estimated $10.2K.
Walt Disney made up 0.15% of Millstone Evans Group's portfolio in Q2 2026, its #107 holding.
Millstone Evans Group first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Walt Disney position peaked at $351K in Q4 2025.
2,522 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.