Position in DIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$679,428
-$1,102,156 QoQ
Shares Held
7,059
-61.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,635
of 2,924 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,641,990 across 8 Entertainment names. DIS ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
17,868 | $1,275,775 | |
| 2 | MSGS |
Madison Square Garden Sports Corp.
|
2,429 | $976,069 | |
| 3 | DIS |
Walt Disney Co
This page
|
7,059 | $679,428 | |
| 4 | NWSA |
News Corp
|
21,636 | $537,221 | |
| 5 | FOXA |
Fox Corp
|
7,250 | $339,590 | |
| 6 | PSKY |
Paramount Skydance Corp
|
33,152 | $326,878 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
10,930 | $291,393 | |
| 8 | ROKU |
Roku, Inc
|
1,561 | $215,636 |
All Filings in DIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,428 | 7,059 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,781,584 | 18,485 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,764,117 | 15,506 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||