HCA
DIS icon

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
2025
Q1 		– Sell
-3,918
Closed -$436K – 391
2024
Q4 		$436K Buy
+3,918
New +$412K 0.02% 200
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's DIS Position: Q1 2025 in Review

Heck Capital Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 3,918 shares — an estimated $436K sold.

Heck Capital Advisors first reported a position in DIS in Q1 2022 and held it in 2 quarters. The position peaked at $436K in Q4 2024. 3,075 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Heck Capital Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 3,918 Walt Disney shares in Q1 2025, an estimated $436K.
  • Heck Capital Advisors first reported a position in Walt Disney in Q1 2022 and held it in 2 quarters.
  • Heck Capital Advisors's Walt Disney position peaked at $436K in Q4 2024.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.