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Henrickson Nauta Wealth Advisors’s Walt Disney DIS Stock Holding History

Henrickson Nauta 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
Q1 		– Sell
-2,717
Closed -$311K – 114
2025
Q4 		$311K Buy
+2,717
New +$299K 0.05% 96
2022
Q1 		– Sell
-1,381
Closed -$190K – 100
2021
Q4 		$190K Buy
+1,381
New +$223K 0.15% 49

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Henrickson Nauta Wealth Advisors's DIS Position: Q1 2026 in Review

Henrickson Nauta Wealth Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,717 shares — an estimated $311K sold.

Henrickson Nauta Wealth Advisors first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Henrickson Nauta Wealth Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 2,717 Walt Disney shares in Q1 2026, an estimated $311K.
  • Henrickson Nauta Wealth Advisors first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
  • Henrickson Nauta Wealth Advisors's Walt Disney position peaked at $311K in Q4 2025.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.