HOWA
DIS icon

Heritage Oak Wealth Advisors’s Walt Disney DIS Stock Holding History

Heritage Oak 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
2025
Q1 		– Sell
-2,327
Closed -$259K – 75
2024
Q4 		$259K Buy
+2,327
New +$244K 0.12% 61
2024
Q3 		– Sell
-4,764
Closed -$473K – 167
2024
Q2 		$473K Buy
+4,764
New +$513K 0.24% 59

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

Heritage Oak Wealth Advisors's DIS Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,327 shares — an estimated $259K sold.

Heritage Oak Wealth Advisors first reported a position in DIS in Q2 2024 and held it in 2 quarters. The position peaked at $473K in Q2 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,327 Walt Disney shares in Q1 2025, an estimated $259K.
  • Heritage Oak Wealth Advisors first reported a position in Walt Disney in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Walt Disney position peaked at $473K in Q2 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.