EWA
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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
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% +$9.56K 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

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

Encompass Wealth Advisors's DIS Position: Q2 2026 in Review

Encompass Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 2,632 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #98.

Encompass Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $991K in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Encompass Wealth Advisors held 2,632 shares of Walt Disney worth $253K as of Q2 2026.
  • Encompass Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.08% of Encompass Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Encompass Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Walt Disney position peaked at $991K in Q1 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.