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DISDIS
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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in WALT DISNEY CO/THE

EP Wealth Advisors, LLC holds 87,040 shares of DIS (WALT DISNEY CO/THE), worth $8.4M as of 2026-Q2. The position was increased (+2.9% shares). DIS represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$8.4M

Current Shares

87,040

Total Value Change

-$39.2M

Total Shares Change

-407,592

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
87,040
+2.9%
$8.4M0.0%$96.25
28
2026-Q1
Increased
84,629
+0.1%
$8.2M0.0%$103.30
27
2025-Q4
Decreased
84,535
-4.5%
$9.6M0.1%$114.79
0
2025-Q2
Decreased
88,512
-3.4%
$11M0.1%$121.52
0
2025-Q1
Decreased
91,591
-80.9%
$9M0.1%$97.00
0
2024-Q4
Decreased
478,883
-3.2%
$53.3M0.4%$109.59
0
2024-Q3
Increased
494,632
+8.8%
$47.6M0.4%$94.54
38

Other major holders of DIS: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC

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