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

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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

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. 2,935 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.
  • 2,935 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.