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Revolve Wealth Partners’s Walt Disney DIS Stock Holding History

Revolve Wealth Partners’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
2024
Q2 		– Sell
-200
Closed -$24.5K – 183
2024
Q1 		$24.5K Buy
+200
New +$20.9K ﹤0.01% 186

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

Revolve Wealth Partners's DIS Position: Q2 2026 in Review

Revolve Wealth Partners increased its Walt Disney (DIS) stake by 7.3% in Q2 2026, buying an estimated $33.3K and bringing the position to 4,831 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #199.

Revolve Wealth Partners first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $672K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Revolve Wealth Partners held 4,831 shares of Walt Disney worth $465K as of Q2 2026.
  • Revolve Wealth Partners bought 327 Walt Disney shares in Q2 2026, an estimated $33.3K.
  • Walt Disney made up 0.05% of Revolve Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • Revolve Wealth Partners first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Walt Disney position peaked at $672K in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.