Wealth Enhancement Advisory Services
DIS icon

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
2024
Q3 		– Sell
-500
Closed -$2.7K – 2827
2024
Q2 		$2.7K Hold
500
– – ﹤0.01% 2565
2024
Q1 		$13.1K Buy
+500
New +$52.2K ﹤0.01% 2398

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. 532 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.
  • 532 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.