Heck Capital Advisors’s Walt Disney DIS Stock Holding History

Heck Capital 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
2022 Q2	–	Sell	-2,049	Closed	-$281K	–	143
2022 Q1	$281K	Buy	+2,049	New	+$296K	0.05%	104

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heck Capital Advisors's DIS Position: Q2 2022 in Review

Heck Capital Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 2,049 shares — an estimated $281K sold.

Heck Capital Advisors first reported a position in DIS in Q1 2022 and held it in 1 quarter. The position peaked at $281K in Q1 2022. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

Heck Capital Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
Heck Capital Advisors sold 2,049 Walt Disney shares in Q2 2022, an estimated $281K.
Heck Capital Advisors first reported a position in Walt Disney in Q1 2022 and held it in 1 quarter.
Heck Capital Advisors's Walt Disney position peaked at $281K in Q1 2022.
3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Heck Capital Advisors's 13F filing for Q2 2022, filed 19 May 2025.