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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's DIS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Walt Disney (DIS) stake by 21% in Q2 2026, buying an estimated $407K and bringing the position to 22,656 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #196.

Avidian Wealth Enterprises first reported a position in DIS in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.11M in Q1 2022. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Avidian Wealth Enterprises held 22,656 shares of Walt Disney worth $2.18M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,994 Walt Disney shares in Q2 2026, an estimated $407K.
  • Walt Disney made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #196 holding.
  • Avidian Wealth Enterprises first reported a position in Walt Disney in Q2 2019 and has held it in 29 quarters since.
  • Avidian Wealth Enterprises's Walt Disney position peaked at $3.11M in Q1 2022.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.