H&H Retirement Design & Management’s Walt Disney DIS Stock Holding History

H&H Retirement Design & Management’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	$658K	Sell	6,386 -39	-0.6%	-$4.12K	0.31%	53
2025 Q4	$671K	Buy	6,425 +56	+0.9%	+$6.17K	0.34%	49
2025 Q3	$715K	Buy	6,369 +171	+3%	+$20.1K	0.38%	46
2025 Q2	$749K	Buy	6,198 +178	+3%	+$18.5K	0.41%	43
2025 Q1	$506K	Buy	6,020 +13	+0.2%	+$1.4K	0.34%	46
2024 Q4	$653K	Buy	6,007 +631	+12%	+$66.3K	0.4%	48
2024 Q3	$507K	Sell	5,376 -188	-3%	-$17.3K	0.3%	56
2024 Q2	$524K	Buy	5,564 +298	+6%	+$32.1K	0.32%	55
2024 Q1	$590K	Buy	+5,266	New	+$550K	0.39%	50
2021 Q3	–	Sell	-1,147	Closed	-$203K	–	44
2021 Q2	$203K	Sell	1,147 -630	-35%	-$113K	0.12%	43
2021 Q1	$325K	Buy	+1,777	New	+$328K	0.2%	36
2020 Q3	$221K	Buy	+1,777	New	+$222K	0.17%	37
2020 Q2	–	Sell	-2,572	Closed	-$249K	–	47
2020 Q1	$249K	Buy	+2,572	New	+$325K	0.24%	41

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

H&H Retirement Design & Management's DIS Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its Walt Disney (DIS) stake by 0.61% in Q1 2026, selling an estimated $4.12K and leaving 6,386 shares worth $658K. The position accounts for 0.31% of the portfolio, ranked #53.

H&H Retirement Design & Management first reported a position in DIS in Q1 2020 and has held it in 13 quarters since. The position peaked at $749K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

H&H Retirement Design & Management held 6,386 shares of Walt Disney worth $658K as of Q1 2026.
H&H Retirement Design & Management sold 39 Walt Disney shares in Q1 2026, an estimated $4.12K.
Walt Disney made up 0.31% of H&H Retirement Design & Management's portfolio in Q1 2026, its #53 holding.
H&H Retirement Design & Management first reported a position in Walt Disney in Q1 2020 and has held it in 13 quarters since.
H&H Retirement Design & Management's Walt Disney position peaked at $749K in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.