Envestnet Portfolio Solutions, Inc.

Position in DIS — Walt Disney Co

CIK 1998033 BERWYN, PA

Position in DIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,517,280

+$1,113,254 QoQ

Shares Held

67,712

+20.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#607

of 2,924 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $33,630,024 across 5 Entertainment names. DIS ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	340,601	$24,318,911
2	DIS	Walt Disney Co This page	67,712	$6,517,280
3	TKO	TKO Group Holdings, Inc.	9,631	$1,938,816
4	LYV	Live Nation Entertainment, Inc.	2,566	$469,860
5	WBD	Warner Bros. Discovery, Inc.	14,447	$385,157

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,517,280	67,712	+20.8%	Shares	Sole	2026-07-20
2026-03-31	$5,404,026	56,070	-27.9%	Shares	Sole	2026-04-29
2025-12-31	$8,844,593	77,741	+38.5%	Shares	Sole	2026-02-06
2025-09-30	$6,428,831	56,147	+0.5%	Shares	Sole	2025-10-30
2025-06-30	$6,929,058	55,875	-6.3%	Shares	Sole	2025-07-25
2025-03-31	$5,888,145	59,657	-18.9%	Shares	Sole	2025-04-21
2024-12-31	$8,186,674	73,522	-3.1%	Shares	Sole	2025-02-10
2024-09-30	$7,301,879	75,911	+6.1%	Shares	Sole	2024-10-31
2024-06-30	$7,103,901	71,547	-5.6%	Shares	Sole	2024-07-16
2024-03-31	$9,276,233	75,811	+24.3%	Shares	Sole	2024-05-06
2023-12-31	$5,507,870	61,002	+2.8%	Shares	Sole	2024-02-07
2023-09-30	$4,810,965	59,358	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.