Heritage Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $91K | Sell |
944
-778
| -45% | -$82.2K | ﹤0.01% | 264 |
|
|
2025
Q4 | $196K | Hold |
1,722
| – | – | 0.01% | 218 |
|
|
2025
Q3 | $197K | Sell |
1,722
-10
| -0.6% | -$1.18K | 0.01% | 203 |
|
|
2025
Q2 | $215K | Sell |
1,732
-15
| -0.9% | -$1.56K | 0.01% | 199 |
|
|
2025
Q1 | $172K | Sell |
1,747
-23
| -1% | -$2.47K | 0.01% | 209 |
|
|
2024
Q4 | $197K | Sell |
1,770
-4,681
| -73% | -$492K | 0.01% | 201 |
|
|
2024
Q3 | $621K | Sell |
6,451
-445
| -6% | -$40.9K | 0.03% | 126 |
|
|
2024
Q2 | $685K | Hold |
6,896
| – | – | 0.03% | 111 |
|
|
2024
Q1 | $844K | Sell |
6,896
-213
| -3% | -$22.2K | 0.04% | 97 |
|
|
2023
Q4 | $642K | Sell |
7,109
-1,210
| -15% | -$107K | 0.03% | 125 |
|
|
2023
Q3 | $674K | Sell |
8,319
-204,713
| -96% | -$17.5M | 0.04% | 107 |
|
|
2023
Q2 | $19M | Buy |
213,032
+3,753
| +2% | +$356K | 1.01% | 29 |
|
|
2023
Q1 | $21M | Buy |
209,279
+14,938
| +8% | +$1.51M | 1.17% | 29 |
|
|
2022
Q4 | $16.9M | Buy |
194,341
+4,695
| +2% | +$449K | 0.98% | 29 |
|
|
2022
Q3 | $17.9M | Buy |
189,646
+13,961
| +8% | +$1.49M | 1.3% | 28 |
|
|
2022
Q2 | $16.6M | Buy |
175,685
+53,726
| +44% | +$5.96M | 1.15% | 29 |
|
|
2022
Q1 | $16.7M | Buy |
121,959
+7,558
| +7% | +$1.09M | 0.93% | 29 |
|
|
2021
Q4 | $17.7M | Buy |
114,401
+10,496
| +10% | +$1.7M | 0.97% | 23 |
|
|
2021
Q3 | $17.6M | Buy |
103,905
+3,106
| +3% | +$554K | 1.08% | 21 |
|
|
2021
Q2 | $17.7M | Buy |
100,799
+11,055
| +12% | +$1.99M | 1.09% | 22 |
|
|
2021
Q1 | $16.6M | Sell |
89,744
-752
| -0.8% | -$139K | 1% | 17 |
|
|
2020
Q4 | $16.4M | Buy |
90,496
+20,052
| +28% | +$2.88M | 1.02% | 11 |
|
|
2020
Q3 | $8.74M | Sell |
70,444
-21,163
| -23% | -$2.65M | 1.13% | 26 |
|
|
2020
Q2 | $10.2M | Buy |
91,607
+37,375
| +69% | +$4.13M | 1.43% | 16 |
|
|
2020
Q1 | $5.24M | Buy |
54,232
+16,794
| +45% | +$2.12M | 0.94% | 18 |
|
|
2019
Q4 | $5.41M | Buy |
37,438
+3,919
| +12% | +$547K | 0.72% | 19 |
|
|
2019
Q3 | $4.37M | Buy |
33,519
+2,478
| +8% | +$343K | 0.64% | 23 |
|
|
2019
Q2 | $4.33M | Buy |
31,041
+1,518
| +5% | +$201K | 0.66% | 22 |
|
|
2019
Q1 | $3.28M | Buy |
29,523
+5,331
| +22% | +$596K | 0.54% | 26 |
|
|
2018
Q4 | $2.65M | Buy |
24,192
+1,104
| +5% | +$126K | 0.52% | 27 |
|
|
2018
Q3 | $2.7M | Buy |
23,088
+1,718
| +8% | +$191K | 0.53% | 25 |
|
|
2018
Q2 | $2.23M | Buy |
21,370
+1,193
| +6% | +$122K | 0.84% | 21 |
|
|
2018
Q1 | $2.03M | Buy |
20,177
+1,865
| +10% | +$198K | 0.84% | 23 |
|
|
2017
Q4 | $1.97M | Buy |
18,312
+1,055
| +6% | +$109K | 0.84% | 21 |
|
|
2017
Q3 | $1.7M | Buy |
17,257
+1,694
| +11% | +$174K | 0.86% | 25 |
|
|
2017
Q2 | $1.66M | Buy |
15,563
+627
| +4% | +$68.7K | 0.86% | 26 |
|
|
2017
Q1 | $1.69M | Buy |
14,936
+1,225
| +9% | +$135K | 0.91% | 25 |
|
|
2016
Q4 | $1.43M | Buy |
13,711
+52
| +0.4% | +$5.07K | 0.93% | 17 |
|
|
2016
Q3 | $1.27M | Buy |
13,659
+220
| +2% | +$21.1K | 0.88% | 19 |
|
|
2016
Q2 | $1.32M | Buy |
13,439
+3,788
| +39% | +$379K | 0.89% | 18 |
|
|
2016
Q1 | $962K | Buy |
9,651
+659
| +7% | +$63.6K | 0.75% | 19 |
|
|
2015
Q4 | $946K | Buy |
8,992
+468
| +5% | +$52.2K | 0.8% | 20 |
|
|
2015
Q3 | $870K | Buy |
8,524
+304
| +4% | +$33.1K | 0.75% | 20 |
|
|
2015
Q2 | $939K | Buy |
8,220
+112
| +1% | +$12.3K | 0.78% | 24 |
|
|
2015
Q1 | $850K | Buy |
8,108
+385
| +5% | +$38.8K | 0.7% | 25 |
|
|
2014
Q4 | $729K | Buy |
7,723
+3,715
| +93% | +$335K | 0.65% | 27 |
|
|
2014
Q3 | $357K | Buy |
4,008
+802
| +25% | +$70.7K | 0.37% | 52 |
|
|
2014
Q2 | $275K | Hold |
3,206
| – | – | 0.29% | 58 |
|
|
2014
Q1 | $256K | Hold |
3,206
| – | – | 0.3% | 59 |
|
|
2013
Q4 | $244K | Buy |
+3,206
| New | +$222K | 0.31% | 58 |
|
Other funds holding DIS
VCM
VPM
Heritage Wealth Advisors's DIS Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Walt Disney (DIS) stake by 45% in Q1 2026, selling an estimated $82.2K and leaving 944 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #264.
Heritage Wealth Advisors first reported a position in DIS in Q4 2013 and has held it in 50 quarters since. The position peaked at $21M in Q1 2023. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Heritage Wealth Advisors held 944 shares of Walt Disney worth $91K as of Q1 2026.
- Heritage Wealth Advisors sold 778 Walt Disney shares in Q1 2026, an estimated $82.2K.
- Walt Disney made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #264 holding.
- Heritage Wealth Advisors first reported a position in Walt Disney in Q4 2013 and has held it in 50 quarters since.
- Heritage Wealth Advisors's Walt Disney position peaked at $21M in Q1 2023.
- 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.