Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Walt Disney DIS Stock Holding History

Wealth Enhancement Advisory Services’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 		$57M Buy
726,540
+37,575
+5% +$3.83M 0.1% 191
2026
Q1 		$54.4M Sell
688,965
-279,436
-29% -$29.5M 0.11% 172
2025
Q4 		$111M Sell
968,401
-2,368
-0.2% -$261K 0.15% 119
2025
Q3 		$109M Buy
970,769
+6,107
+0.6% +$719K 0.17% 117
2025
Q2 		$120M Sell
964,662
-94,210
-9% -$9.79M 0.2% 97
2025
Q1 		$105M Sell
1,058,872
-250,475
-19% -$26.9M 0.2% 95
2024
Q4 		$146M Buy
1,309,347
+219,549
+20% +$23.1M 0.28% 68
2024
Q3 		$105M Buy
1,089,798
+16,425
+2% +$1.51M 0.23% 88
2024
Q2 		$107M Sell
1,073,373
-101,515
-9% -$10.9M 0.25% 81
2024
Q1 		$144M Buy
1,174,888
+54,564
+5% +$5.7M 0.37% 53
2023
Q4 		$101M Sell
1,120,324
-50,097
-4% -$4.42M 0.29% 69
2023
Q3 		$94.9M Buy
1,170,421
+1,154,218
+7,123% +$98.6M 0.31% 66
2023
Q2 		$1.45M Buy
16,203
+493
+3% +$46.7K 0.02% 235
2023
Q1 		$1.57M Buy
+15,710
New +$1.58M 0.02% 249
2022
Q4 		– Sell
-3,238
Closed -$315K – 332
2022
Q3 		$315K Buy
+3,238
New +$347K ﹤0.01% 295
2022
Q2 		– Sell
-2,238
Closed -$310K – 339
2022
Q1 		$310K Hold
2,238
– – ﹤0.01% 286
2021
Q4 		$319K Sell
2,238
-465
-17% -$75.1K ﹤0.01% 268
2021
Q3 		$465K Buy
2,703
+24
+0.9% +$4.28K 0.01% 252
2021
Q2 		$493K Buy
2,679
+157
+6% +$28.2K 0.01% 234
2021
Q1 		$479K Buy
2,522
+752
+42% +$139K 0.01% 230
2020
Q4 		$303K Buy
+1,770
New +$254K 0.01% 203
2020
Q3 		– Sell
-1,973
Closed -$235K – 213
2020
Q2 		$235K Sell
1,973
-250
-11% -$27.6K 0.01% 203
2020
Q1 		$236K Sell
2,223
-19,997
-90% -$2.53M 0.01% 206
2019
Q4 		$3.21M Sell
22,220
-3,456
-13% -$482K 0.11% 78
2019
Q3 		$3.34M Buy
+25,676
New +$3.55M 0.13% 72
2019
Q2 		– Sell
-13,604
Closed -$1.81M – 216
2019
Q1 		$1.81M Buy
+13,604
New +$1.52M 0.1% 85
2018
Q4 		– Sell
-26,407
Closed -$2.95M – 176
2018
Q3 		$2.95M Sell
26,407
-931
-3% -$104K 0.18% 44
2018
Q2 		$2.9M Buy
27,338
+2,131
+8% +$218K 0.18% 48
2018
Q1 		$2.53M Buy
25,207
+5,653
+29% +$601K 0.17% 55
2017
Q4 		$2.2M Sell
19,554
-1,340
-6% -$138K 0.16% 72
2017
Q3 		$2.09M Buy
20,894
+13,164
+170% +$1.35M 0.17% 68
2017
Q2 		$800K Sell
7,730
-13,927
-64% -$1.53M 0.07% 126
2017
Q1 		$2.45M Sell
21,657
-21,813
-50% -$2.4M 0.26% 53
2016
Q4 		$4.53M Buy
43,470
+33,737
+347% +$3.29M 0.55% 33
2016
Q3 		$900K Buy
+9,733
New +$932K 0.13% 93

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
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

Wealth Enhancement Advisory Services's DIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Walt Disney (DIS) stake by 5.5% in Q2 2026, buying an estimated $3.83M and bringing the position to 726,540 shares worth $57M. The position accounts for 0.1% of the portfolio, ranked #191.

Wealth Enhancement Advisory Services first reported a position in DIS in Q3 2016 and has held it in 35 quarters since. The position peaked at $146M in Q4 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 726,540 shares of Walt Disney worth $57M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 37,575 Walt Disney shares in Q2 2026, an estimated $3.83M.
  • Walt Disney made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #191 holding.
  • Wealth Enhancement Advisory Services first reported a position in Walt Disney in Q3 2016 and has held it in 35 quarters since.
  • Wealth Enhancement Advisory Services's Walt Disney position peaked at $146M in Q4 2024.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.