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Burton Enright Welch’s Walt Disney DIS Stock Holding History

Burton Enright Welch’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 		$394K Sell
4,089
-117
-3% -$11.9K 0.05% 110
2026
Q1 		$405K Buy
4,206
+34
+0.8% +$3.59K 0.06% 100
2025
Q4 		$475K Buy
4,172
+113
+3% +$12.4K 0.07% 91
2025
Q3 		$465K Buy
4,059
+84
+2% +$9.89K 0.07% 87
2025
Q2 		$493K Sell
3,975
-504
-11% -$52.4K 0.09% 77
2025
Q1 		$442K Buy
4,479
+75
+2% +$8.06K 0.09% 74
2024
Q4 		$490K Buy
4,404
+61
+1% +$6.41K 0.1% 66
2024
Q3 		$418K Sell
4,343
-286
-6% -$26.3K 0.09% 68
2024
Q2 		$460K Sell
4,629
-250
-5% -$26.9K 0.11% 64
2024
Q1 		$597K Sell
4,879
-39
-0.8% -$4.07K 0.14% 51
2023
Q4 		$444K Sell
4,918
-398
-7% -$35.1K 0.12% 61
2023
Q3 		$431K Buy
5,316
+1,094
+26% +$93.4K 0.13% 55
2023
Q2 		$377K Sell
4,222
-903
-18% -$85.5K 0.12% 54
2023
Q1 		$513K Sell
5,125
-40
-0.8% -$4.03K 0.2% 42
2022
Q4 		$449K Sell
5,165
-121
-2% -$11.6K 0.19% 42
2022
Q3 		$499K Buy
5,286
+270
+5% +$28.9K 0.25% 40
2022
Q2 		$474K Sell
5,016
-103
-2% -$11.4K 0.28% 40
2022
Q1 		$702K Buy
5,119
+53
+1% +$7.66K 0.39% 31
2021
Q4 		$785K Buy
+5,066
New +$818K 0.53% 23

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

Burton Enright Welch's DIS Position: Q2 2026 in Review

Burton Enright Welch reduced its Walt Disney (DIS) stake by 2.8% in Q2 2026, selling an estimated $11.9K and leaving 4,089 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #110.

Burton Enright Welch first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $785K in Q4 2021. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Burton Enright Welch held 4,089 shares of Walt Disney worth $394K as of Q2 2026.
  • Burton Enright Welch sold 117 Walt Disney shares in Q2 2026, an estimated $11.9K.
  • Walt Disney made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #110 holding.
  • Burton Enright Welch first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Walt Disney position peaked at $785K in Q4 2021.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.