HWM
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HB Wealth Management’s Walt Disney DIS Stock Holding History

HB Wealth 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 		– Sell
-8,700
Closed -$838K – 1739
2026
Q1 		$838K Hold
8,700
– – 0.01% 738
2025
Q4 		$990K Sell
8,700
-500
-5% -$55.1K 0.01% 626
2025
Q3 		$1.05M Hold
9,200
– – 0.01% 590
2025
Q2 		$1.14M Hold
9,200
– – 0.01% 497
2025
Q1 		$908K Buy
+9,200
New +$989K 0.01% 566

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 $3.38T AUM 44.17% 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

HB Wealth Management's DIS Position: Q2 2026 in Review

HB Wealth Management increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $1.13M and bringing the position to 105,682 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #169.

HB Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HB Wealth Management held 105,682 shares of Walt Disney worth $10.2M as of Q2 2026.
  • HB Wealth Management bought 11,074 Walt Disney shares in Q2 2026, an estimated $1.13M.
  • Walt Disney made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #169 holding.
  • HB Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.