HWM
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Hemington Wealth Management’s Walt Disney DIS Stock Holding History

Hemington Wealth Management’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
Q3 		$608K Sell
5,313
-64
-1% -$7.54K 0.08% 72
2025
Q2 		$666K Sell
5,377
-251
-4% -$26.1K 0.1% 68
2025
Q1 		$555K Buy
5,628
+105
+2% +$11.3K 0.09% 70
2024
Q4 		$614K Sell
5,523
-128
-2% -$13.4K 0.15% 63
2024
Q3 		$543K Buy
5,651
+1,313
+30% +$121K 0.15% 65
2024
Q2 		$430K Buy
4,338
+35
+0.8% +$3.77K 0.15% 77
2024
Q1 		$527K Sell
4,303
-1,910
-31% -$200K 0.19% 65
2023
Q4 		$561K Buy
6,213
+925
+17% +$81.5K 0.22% 60
2023
Q3 		$428K Sell
5,288
-119
-2% -$10.2K 0.2% 60
2023
Q2 		$482K Sell
5,407
-1,105
-17% -$105K 0.2% 59
2023
Q1 		$652K Buy
6,512
+64
+1% +$6.45K 0.26% 41
2022
Q4 		$560K Sell
6,448
-689
-10% -$65.9K 0.24% 44
2022
Q3 		$673K Sell
7,137
-164
-2% -$17.6K 0.29% 42
2022
Q2 		$689K Sell
7,301
-165
-2% -$18.3K 0.27% 42
2022
Q1 		$1.02M Buy
7,466
+672
+10% +$97.1K 0.34% 38
2021
Q4 		$1.23M Buy
6,794
+277
+4% +$44.7K 0.57% 26
2021
Q3 		$1.1M Sell
6,517
-393
-6% -$70K 0.41% 32
2021
Q2 		$1.22M Buy
6,910
+151
+2% +$27.2K 0.52% 28
2021
Q1 		$1.25M Sell
6,759
-35
-0.5% -$6.46K 0.53% 29
2020
Q4 		$1.23M Buy
+6,794
New +$975K 0.57% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Hemington Wealth Management's DIS Position: Q3 2025 in Review

Hemington Wealth Management reduced its Walt Disney (DIS) stake by 1.2% in Q3 2025, selling an estimated $7.54K and leaving 5,313 shares worth $608K. The position accounts for 0.08% of the portfolio, ranked #72.

Hemington Wealth Management first reported a position in DIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.25M in Q1 2021. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Hemington Wealth Management held 5,313 shares of Walt Disney worth $608K as of Q3 2025.
  • Hemington Wealth Management sold 64 Walt Disney shares in Q3 2025, an estimated $7.54K.
  • Walt Disney made up 0.08% of Hemington Wealth Management's portfolio in Q3 2025, its #72 holding.
  • Hemington Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Walt Disney position peaked at $1.25M in Q1 2021.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.