Walt Disney Company shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $48M | 495k | 96.19 |
| 2024-06-30 | $45M | 455k | 99.29 |
| 2024-03-31 | $53M | 435k | 122.36 |
| 2023-12-31 | $52M | 572k | 90.29 |
| 2023-09-30 | $45M | 555k | 81.05 |
| 2023-06-30 | $47M | 481k | 96.90 |
| 2023-03-31 | $6.9M | 21k | 332.62 |
| 2022-12-31 | $37M | 431k | 86.88 |
| 2022-09-30 | $38M | 399k | 94.33 |
| 2022-06-30 | $34M | 358k | 94.40 |
| 2022-03-31 | $43M | 315k | 137.16 |
| 2021-12-31 | $44M | 286k | 154.89 |
| 2021-09-30 | $46M | 726k | 63.59 |
| 2021-06-30 | $44M | 249k | 175.77 |
| 2021-03-31 | $43M | 231k | 184.52 |
| 2020-12-31 | $41M | 228k | 181.18 |
| 2020-09-30 | $27M | 220k | 124.08 |
| 2020-06-30 | $24M | 214k | 111.51 |
| 2020-03-31 | $21M | 213k | 96.60 |
| 2019-12-31 | $28M | 196k | 144.63 |
| 2019-09-30 | $25M | 195k | 130.32 |
| 2019-06-30 | $27M | 194k | 139.64 |
| 2019-03-31 | $19M | 170k | 111.03 |
| 2018-12-31 | $18M | 166k | 109.65 |
| 2018-09-30 | $19M | 163k | 116.94 |
| 2018-06-30 | $17M | 160k | 104.81 |
| 2018-03-31 | $16M | 155k | 100.44 |
| 2017-12-31 | $15M | 135k | 107.51 |
| 2017-09-30 | $13M | 127k | 98.57 |
| 2017-06-30 | $13M | 120k | 106.25 |
| 2017-03-31 | $13M | 114k | 113.39 |
| 2016-12-31 | $10M | 111k | 91.68 |
| 2016-09-30 | $9.8M | 106k | 92.86 |
| 2016-06-30 | $10M | 105k | 97.82 |
| 2016-03-31 | $11M | 113k | 99.31 |
| 2015-12-31 | $13M | 124k | 105.08 |
| 2015-09-30 | $13M | 125k | 102.20 |
| 2015-06-30 | $14M | 126k | 114.14 |
| 2015-03-31 | $14M | 129k | 104.89 |
| 2014-12-31 | $13M | 133k | 94.19 |
| 2014-09-30 | $12M | 132k | 89.03 |
| 2014-06-30 | $11M | 130k | 85.74 |
| 2014-03-31 | $10M | 127k | 80.07 |
| 2013-12-31 | $9.7M | 128k | 76.40 |
| 2013-09-30 | $8.1M | 125k | 64.49 |
| 2013-06-30 | $7.8M | 123k | 63.15 |
| 2013-03-31 | $7.3M | 129k | 56.80 |
| 2012-09-30 | $6.0M | 116k | 52.28 |
| 2012-06-30 | $5.7M | 117k | 48.50 |
| 2012-03-31 | $3.9M | 89k | 43.78 |
| 2011-12-31 | $3.2M | 86k | 37.50 |