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HBW Advisory Services’s Walt Disney DIS Stock Holding History

HBW 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
2026
Q2 		$2.18M Buy
22,665
+323
+1% +$32.9K 0.2% 110
2026
Q1 		$2.15M Sell
22,342
-1,765
-7% -$187K 0.23% 102
2025
Q4 		$2.74M Sell
24,107
-1,129
-4% -$124K 0.3% 76
2025
Q3 		$2.89M Buy
25,236
+885
+4% +$104K 0.33% 78
2025
Q2 		$3.02M Sell
24,351
-5,552
-19% -$577K 0.37% 63
2025
Q1 		$2.95M Sell
29,903
-1,628
-5% -$175K 0.42% 65
2024
Q4 		$3.51M Sell
31,531
-210
-0.7% -$22.1K 0.36% 46
2024
Q3 		$3.05M Sell
31,741
-4,683
-13% -$431K 0.45% 58
2024
Q2 		$3.62M Sell
36,424
-5,127
-12% -$552K 0.6% 38
2024
Q1 		$3.75M Hold
41,551
– – 0.7% 39
2023
Q4 		$3.75M Buy
41,551
+626
+2% +$55.2K 0.7% 39
2023
Q3 		$3.32M Buy
40,925
+83
+0.2% +$7.09K 0.69% 40
2023
Q2 		$3.65M Buy
40,842
+21,339
+109% +$2.02M 0.79% 31
2023
Q1 		$3.94M Sell
19,503
-23,226
-54% -$2.34M 0.98% 27
2022
Q4 		$3.71M Buy
42,729
+4,845
+13% +$463K 0.98% 25
2022
Q3 		$3.57M Buy
37,884
+1,617
+4% +$173K 1% 28
2022
Q2 		$3.46M Buy
36,267
+19,141
+112% +$2.12M 0.89% 38
2022
Q1 		$2.35M Sell
17,126
-12,079
-41% -$1.75M 0.82% 34
2021
Q4 		$4.52M Buy
29,205
+1,849
+7% +$299K 1.05% 31
2021
Q3 		$4.63M Buy
27,356
+846
+3% +$151K 1.2% 19
2021
Q2 		$4.66M Buy
26,510
+3,024
+13% +$544K 1.23% 17
2021
Q1 		$4.33M Sell
23,486
-3,523
-13% -$650K 1.15% 20
2020
Q4 		$4.89M Buy
27,009
+1,641
+6% +$236K 1.49% 12
2020
Q3 		$3.15M Buy
25,368
+4,634
+22% +$579K 1.29% 26
2020
Q2 		$2.31M Buy
20,734
+1,548
+8% +$171K 1.07% 27
2020
Q1 		$1.88M Buy
19,186
+2,802
+17% +$354K 1.36% 30
2019
Q4 		$2.37M Buy
16,384
+522
+3% +$72.9K 1.38% 24
2019
Q3 		$2.06M Buy
+15,862
New +$2.19M 1.97% 19

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

HBW Advisory Services's DIS Position: Q2 2026 in Review

HBW Advisory Services increased its Walt Disney (DIS) stake by 1.4% in Q2 2026, buying an estimated $32.9K and bringing the position to 22,665 shares worth $2.18M. The position accounts for 0.2% of the portfolio, ranked #110.

HBW Advisory Services first reported a position in DIS in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.89M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HBW Advisory Services held 22,665 shares of Walt Disney worth $2.18M as of Q2 2026.
  • HBW Advisory Services bought 323 Walt Disney shares in Q2 2026, an estimated $32.9K.
  • Walt Disney made up 0.2% of HBW Advisory Services's portfolio in Q2 2026, its #110 holding.
  • HBW Advisory Services first reported a position in Walt Disney in Q3 2019 and has held it in 28 quarters since.
  • HBW Advisory Services's Walt Disney position peaked at $4.89M in Q4 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.