HWA
DIS icon

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
Q3 		$211K Sell
2,015
-210
-9% -$21.5K 0.02% 221
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heartwood Wealth Advisors's DIS Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Walt Disney (DIS) stake by 9.4% in Q3 2026, selling an estimated $21.5K and leaving 2,015 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #221.

Heartwood Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 17 quarters since. The position peaked at $325K in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Heartwood Wealth Advisors held 2,015 shares of Walt Disney worth $211K as of Q3 2026.
  • Heartwood Wealth Advisors sold 210 Walt Disney shares in Q3 2026, an estimated $21.5K.
  • Walt Disney made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #221 holding.
  • Heartwood Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 17 quarters since.
  • Heartwood Wealth Advisors's Walt Disney position peaked at $325K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.