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Heritage Wealth Management (Ohio)’s Walt Disney DIS Stock Holding History

Heritage Wealth Management (Ohio)’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
-2,622
Closed -$292K – 232
2024
Q4 		$292K Hold
2,622
– – 0.1% 187
2024
Q3 		$252K Sell
2,622
-125
-5% -$11.5K 0.08% 200
2024
Q2 		$269K Buy
+2,747
New +$296K 0.09% 190

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 Wealth Management (Ohio)'s DIS Position: Q1 2025 in Review

Heritage Wealth Management (Ohio) sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,622 shares — an estimated $292K sold.

Heritage Wealth Management (Ohio) first reported a position in DIS in Q2 2024 and held it in 3 quarters. The position peaked at $292K in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,622 Walt Disney shares in Q1 2025, an estimated $292K.
  • Heritage Wealth Management (Ohio) first reported a position in Walt Disney in Q2 2024 and held it in 3 quarters.
  • Heritage Wealth Management (Ohio)'s Walt Disney position peaked at $292K in Q4 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2025, filed 29 Apr 2025.