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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Encompass Wealth Advisors's DIS Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Walt Disney (DIS) stake by 15% in Q1 2026, selling an estimated $47.5K and leaving 2,632 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #87.

Encompass Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $991K in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Encompass Wealth Advisors held 2,632 shares of Walt Disney worth $254K as of Q1 2026.
  • Encompass Wealth Advisors sold 449 Walt Disney shares in Q1 2026, an estimated $47.5K.
  • Walt Disney made up 0.09% of Encompass Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • Encompass Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Walt Disney position peaked at $991K in Q1 2024.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.