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Encompass More Asset Management’s Walt Disney DIS Stock Holding History

Encompass More Asset Management’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 		$229K Sell
2,380
-9,599
-80% -$979K 0.03% 251
2026
Q1 		$1.15M Buy
11,979
+9,613
+406% +$1.02M 0.19% 79
2025
Q4 		$269K Sell
2,366
-19
-0.8% -$2.09K 0.05% 210
2025
Q3 		$273K Sell
2,385
-173
-7% -$20.4K 0.05% 191
2025
Q2 		$317K Buy
2,558
+100
+4% +$10.4K 0.07% 158
2025
Q1 		$243K Sell
2,458
-193
-7% -$20.7K 0.07% 163
2024
Q4 		$295K Sell
2,651
-11
-0.4% -$1.16K 0.1% 151
2024
Q3 		$256K Buy
2,662
+345
+15% +$31.7K 0.1% 156
2024
Q2 		$230K Buy
2,317
+237
+11% +$25.5K 0.16% 92
2024
Q1 		$255K Buy
+2,080
New +$217K 0.21% 75

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Encompass More Asset Management's DIS Position: Q2 2026 in Review

Encompass More Asset Management reduced its Walt Disney (DIS) stake by 80% in Q2 2026, selling an estimated $979K and leaving 2,380 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #251.

Encompass More Asset Management first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 489 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Encompass More Asset Management held 2,380 shares of Walt Disney worth $229K as of Q2 2026.
  • Encompass More Asset Management sold 9,599 Walt Disney shares in Q2 2026, an estimated $979K.
  • Walt Disney made up 0.03% of Encompass More Asset Management's portfolio in Q2 2026, its #251 holding.
  • Encompass More Asset Management first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Encompass More Asset Management's Walt Disney position peaked at $1.15M in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.