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Hedeker Wealth’s Walt Disney DIS Stock Holding History

Hedeker Wealth’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
-7,666
Closed -$854K – 90
2024
Q4 		$854K Sell
7,666
-294
-4% -$30.9K 0.21% 75
2024
Q3 		$766K Sell
7,960
-240
-3% -$22.1K 0.2% 71
2024
Q2 		$814K Sell
8,200
-8,755
-52% -$942K 0.24% 71
2024
Q1 		$2.07M Sell
16,955
-4,177
-20% -$436K 0.6% 53
2023
Q4 		$1.91M Sell
21,132
-8,719
-29% -$769K 0.6% 52
2023
Q3 		$2.42M Sell
29,851
-4,318
-13% -$369K 0.84% 45
2023
Q2 		$3.05M Sell
34,169
-1,550
-4% -$147K 1.02% 40
2023
Q1 		$3.58M Buy
35,719
+17,059
+91% +$1.72M 1.27% 31
2022
Q4 		$1.62M Sell
18,660
-27,139
-59% -$2.6M 0.61% 65
2022
Q3 		$4.32M Buy
45,799
+20,051
+78% +$2.15M 1.68% 19
2022
Q2 		$2.63M Sell
25,748
-9,366
-27% -$1.04M 0.91% 39
2022
Q1 		$4.82M Buy
+35,114
New +$5.08M 1.46% 29
2016
Q4 		– Sell
-129
Closed -$1.4K – 128
2016
Q3 		$1.4K Sell
129
-5,353
-98% -$513K 0.07% 93
2016
Q2 		$536K Sell
5,482
-11,154
-67% -$1.12M 0.47% 75
2016
Q1 		$1.65M Sell
16,636
-107
-0.6% -$10.3K 1.55% 29
2015
Q4 		$1.76M Sell
16,743
-6,384
-28% -$712K 1.56% 23
2015
Q3 		$2.36M Sell
23,127
-722
-3% -$78.6K 2.06% 14
2015
Q2 		$2.72M Sell
23,849
-290
-1% -$31.8K 2.19% 13
2015
Q1 		$2.63M Sell
24,139
-1,355
-5% -$137K 2.18% 13
2014
Q4 		$2.4M Buy
+25,494
New +$2.3M 1.94% 18

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hedeker Wealth's DIS Position: Q1 2025 in Review

Hedeker Wealth sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 7,666 shares — an estimated $854K sold.

Hedeker Wealth first reported a position in DIS in Q4 2014 and held it in 20 quarters. The position peaked at $4.82M in Q1 2022. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Hedeker Wealth reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Hedeker Wealth sold 7,666 Walt Disney shares in Q1 2025, an estimated $854K.
  • Hedeker Wealth first reported a position in Walt Disney in Q4 2014 and held it in 20 quarters.
  • Hedeker Wealth's Walt Disney position peaked at $4.82M in Q1 2022.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Hedeker Wealth's 13F filing for Q1 2025, filed 6 May 2025.