Encompass Wealth Advisors
DIS icon

Encompass Wealth Advisors’s Walt Disney DIS Stock Holding History

Encompass Wealth Advisors’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 		$561K Buy
5,344
+2,712
+103% +$278K 0.08% 95
2026
Q2 		$253K Hold
2,632
– – 0.08% 98
2026
Q1 		$254K Sell
2,632
-449
-15% -$47.5K 0.09% 87
2025
Q4 		$351K Hold
3,081
– – 0.12% 78
2025
Q3 		$353K Hold
3,081
– – 0.12% 83
2025
Q2 		$382K Sell
3,081
-4
-0.1% -$416 0.14% 74
2025
Q1 		$304K Sell
3,085
-499
-14% -$53.6K 0.12% 81
2024
Q4 		$399K Buy
3,584
+859
+32% +$90.2K 0.16% 70
2024
Q3 		$262K Buy
2,725
+8
+0.3% +$736 0.07% 206
2024
Q2 		$270K Sell
2,717
-5,385
-66% -$580K 0.07% 196
2024
Q1 		$991K Buy
8,102
+5,378
+197% +$562K 0.26% 82
2023
Q4 		$246K Buy
2,724
+50
+2% +$4.41K 0.07% 184
2023
Q3 		$217K Sell
2,674
-1,156
-30% -$98.7K 0.07% 187
2023
Q2 		$342K Hold
3,830
– – 0.11% 153
2023
Q1 		$384K Sell
3,830
-770
-17% -$77.6K 0.13% 137
2022
Q4 		$400K Buy
4,600
+100
+2% +$9.6K 0.15% 122
2022
Q3 		$425K Hold
4,500
– – 0.16% 121
2022
Q2 		$425K Hold
4,500
– – 0.15% 122
2022
Q1 		$617K Buy
4,500
+100
+2% +$14.5K 0.16% 112
2021
Q4 		$682K Buy
4,400
+1,250
+40% +$202K 0.17% 104
2021
Q3 		$532K Sell
3,150
-170
-5% -$30.3K 0.14% 121
2021
Q2 		$583K Hold
3,320
– – 0.14% 123
2021
Q1 		$611K Buy
3,320
+500
+18% +$92.2K 0.16% 116
2020
Q4 		$511K Buy
+2,820
New +$405K 0.29% 61

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Encompass Wealth Advisors's DIS Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Walt Disney (DIS) stake by 103% in Q3 2026, buying an estimated $278K and bringing the position to 5,344 shares worth $561K. The position accounts for 0.08% of the portfolio, ranked #95.

Encompass Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 24 quarters since. The position peaked at $991K in Q1 2024. 916 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Encompass Wealth Advisors held 5,344 shares of Walt Disney worth $561K as of Q3 2026.
  • Encompass Wealth Advisors bought 2,712 Walt Disney shares in Q3 2026, an estimated $278K.
  • Walt Disney made up 0.08% of Encompass Wealth Advisors's portfolio in Q3 2026, its #95 holding.
  • Encompass Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 24 quarters since.
  • Encompass Wealth Advisors's Walt Disney position peaked at $991K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.