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HF Advisory Group’s Walt Disney DIS Stock Holding History

HF Advisory Group’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
Q2 		$1.02M Buy
10,617
+314
+3% +$32K 0.32% 99
2026
Q1 		$993K Sell
10,303
-590
-5% -$62.4K 0.34% 94
2025
Q4 		$1.24M Sell
10,893
-825
-7% -$90.9K 0.43% 82
2025
Q3 		$1.34M Sell
11,718
-1,027
-8% -$121K 0.49% 75
2025
Q2 		$1.58M Sell
12,745
-719
-5% -$74.7K 0.62% 58
2025
Q1 		$1.33M Buy
13,464
+10
+0.1% +$1.07K 0.58% 66
2024
Q4 		$1.5M Buy
13,454
+63
+0.5% +$6.62K 0.69% 53
2024
Q3 		$1.29M Buy
13,391
+2,662
+25% +$245K 0.6% 62
2024
Q2 		$1.07M Buy
10,729
+227
+2% +$24.4K 0.55% 67
2024
Q1 		$1.29M Buy
10,502
+256
+2% +$26.7K 0.72% 50
2023
Q4 		$925K Buy
10,246
+701
+7% +$61.8K 0.59% 62
2023
Q3 		$788K Buy
9,545
+601
+7% +$51.3K 0.58% 61
2023
Q2 		$799K Buy
8,944
+427
+5% +$40.5K 0.63% 61
2023
Q1 		$853K Buy
8,517
+51
+0.6% +$5.14K 0.76% 47
2022
Q4 		$735K Buy
+8,466
New +$810K 0.74% 51

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

HF Advisory Group's DIS Position: Q2 2026 in Review

HF Advisory Group increased its Walt Disney (DIS) stake by 3% in Q2 2026, buying an estimated $32K and bringing the position to 10,617 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #99.

HF Advisory Group first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q2 2025. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HF Advisory Group held 10,617 shares of Walt Disney worth $1.02M as of Q2 2026.
  • HF Advisory Group bought 314 Walt Disney shares in Q2 2026, an estimated $32K.
  • Walt Disney made up 0.32% of HF Advisory Group's portfolio in Q2 2026, its #99 holding.
  • HF Advisory Group first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • HF Advisory Group's Walt Disney position peaked at $1.58M in Q2 2025.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.