HWA
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Heartwood Wealth Advisors’s Walt Disney DIS Stock Holding History

Heartwood Wealth Advisors’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 		$214K Sell
2,225
-294
-12% -$30K 0.02% 226
2026
Q1 		$243K Sell
2,519
-76
-3% -$8.03K 0.02% 200
2025
Q4 		$295K Sell
2,595
-82
-3% -$9.03K 0.03% 161
2025
Q3 		$307K Buy
2,677
+54
+2% +$6.36K 0.03% 157
2025
Q2 		$325K Buy
2,623
+19
+0.7% +$1.97K 0.03% 144
2025
Q1 		$257K Buy
2,604
+60
+2% +$6.45K 0.03% 156
2024
Q4 		$283K Buy
2,544
+70
+3% +$7.35K 0.03% 138
2024
Q3 		$238K Sell
2,474
-389
-14% -$35.8K 0.03% 157
2024
Q2 		$284K Buy
2,863
+706
+33% +$76K 0.03% 137
2024
Q1 		$264K Buy
+2,157
New +$225K 0.03% 123
2022
Q2 		– Sell
-2,313
Closed -$317K – 119
2022
Q1 		$317K Buy
2,313
+339
+17% +$49K 0.05% 99
2021
Q4 		$306K Buy
1,974
+524
+36% +$84.6K 0.05% 86
2021
Q3 		$245K Buy
1,450
+25
+2% +$4.46K 0.04% 89
2021
Q2 		$250K Hold
1,425
– – 0.04% 87
2021
Q1 		$263K Hold
1,425
– – 0.04% 74
2020
Q4 		$258K Buy
+1,425
New +$205K 0.04% 74

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

Heartwood Wealth Advisors's DIS Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Walt Disney (DIS) stake by 12% in Q2 2026, selling an estimated $30K and leaving 2,225 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #226.

Heartwood Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 16 quarters since. The position peaked at $325K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Heartwood Wealth Advisors held 2,225 shares of Walt Disney worth $214K as of Q2 2026.
  • Heartwood Wealth Advisors sold 294 Walt Disney shares in Q2 2026, an estimated $30K.
  • Walt Disney made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Heartwood Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 16 quarters since.
  • Heartwood Wealth Advisors's Walt Disney position peaked at $325K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.