AWE
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Avidian Wealth Enterprises’s Walt Disney DIS Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$2.21M Sell
21,091
-1,565
-7% -$160K 0.06% 201
2026
Q2 		$2.18M Buy
22,656
+3,994
+21% +$407K 0.06% 196
2026
Q1 		$1.8M Buy
18,662
+3,584
+24% +$379K 0.06% 210
2025
Q4 		$1.72M Sell
15,078
-170
-1% -$18.7K 0.06% 160
2025
Q3 		$1.75M Sell
15,248
-805
-5% -$94.8K 0.07% 157
2025
Q2 		$1.99M Sell
16,053
-1,701
-10% -$177K 0.08% 130
2025
Q1 		$1.75M Sell
17,754
-466
-3% -$50.1K 0.08% 133
2024
Q4 		$2.03M Sell
18,220
-2,929
-14% -$308K 0.09% 117
2024
Q3 		$2.03M Buy
21,149
+1,470
+7% +$135K 0.09% 115
2024
Q2 		$1.95M Buy
19,679
+1,065
+6% +$115K 0.08% 120
2024
Q1 		$2.28M Buy
18,614
+1,304
+8% +$136K 0.11% 102
2023
Q4 		$1.56M Sell
17,310
-479
-3% -$42.2K 0.1% 128
2023
Q3 		$1.44M Sell
17,789
-4,727
-21% -$404K 0.1% 125
2023
Q2 		$2.01M Sell
22,516
-807
-3% -$76.4K 0.13% 114
2023
Q1 		$2.34M Buy
23,323
+2,911
+14% +$293K 0.13% 131
2022
Q4 		$1.77M Buy
20,412
+149
+0.7% +$14.3K 0.12% 130
2022
Q3 		$1.91M Sell
20,263
-6,788
-25% -$726K 0.14% 103
2022
Q2 		$2.55M Buy
27,051
+4,358
+19% +$484K 0.18% 92
2022
Q1 		$3.11M Buy
22,693
+3,163
+16% +$457K 0.19% 91
2021
Q4 		$3.02M Buy
19,530
+5,879
+43% +$949K 0.19% 93
2021
Q3 		$2.31M Buy
13,651
+3,599
+36% +$642K 0.18% 89
2021
Q2 		$1.77M Sell
10,052
-74
-0.7% -$13.3K 0.14% 96
2021
Q1 		$1.87M Sell
10,126
-624
-6% -$115K 0.16% 87
2020
Q4 		$1.95M Buy
10,750
+4,029
+60% +$578K 0.18% 78
2020
Q3 		$834K Buy
6,721
+3,033
+82% +$379K 0.09% 109
2020
Q2 		$411K Buy
3,688
+1,277
+53% +$141K 0.06% 150
2020
Q1 		$233K Sell
2,411
-735
-23% -$92.9K 0.04% 177
2019
Q4 		$455K Buy
3,146
+552
+21% +$77K 0.06% 121
2019
Q3 		$338K Buy
2,594
+966
+59% +$134K 0.06% 137
2019
Q2 		$227K Buy
+1,628
New +$216K 0.05% 136

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's DIS Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Walt Disney (DIS) stake by 6.9% in Q3 2026, selling an estimated $160K and leaving 21,091 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #201.

Avidian Wealth Enterprises first reported a position in DIS in Q2 2019 and has held it in 30 quarters since. The position peaked at $3.11M in Q1 2022. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Avidian Wealth Enterprises held 21,091 shares of Walt Disney worth $2.21M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,565 Walt Disney shares in Q3 2026, an estimated $160K.
  • Walt Disney made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #201 holding.
  • Avidian Wealth Enterprises first reported a position in Walt Disney in Q2 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Walt Disney position peaked at $3.11M in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.