HHRDM
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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
Q2 		$596K Sell
6,052
-334
-5% -$34K 0.27% 52
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

H&H Retirement Design & Management's DIS Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Walt Disney (DIS) stake by 5.2% in Q2 2026, selling an estimated $34K and leaving 6,052 shares worth $596K. The position accounts for 0.27% of the portfolio, ranked #52.

H&H Retirement Design & Management first reported a position in DIS in Q1 2020 and has held it in 14 quarters since. The position peaked at $749K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • H&H Retirement Design & Management held 6,052 shares of Walt Disney worth $596K as of Q2 2026.
  • H&H Retirement Design & Management sold 334 Walt Disney shares in Q2 2026, an estimated $34K.
  • Walt Disney made up 0.27% of H&H Retirement Design & Management's portfolio in Q2 2026, its #52 holding.
  • H&H Retirement Design & Management first reported a position in Walt Disney in Q1 2020 and has held it in 14 quarters since.
  • H&H Retirement Design & Management's Walt Disney position peaked at $749K in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.