HFR Wealth Management’s Walt Disney DIS Stock Holding History

HFR Wealth Management’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	-1,802	Closed	-$201K	–	54
2024 Q4	$201K	Buy	+1,802	New	+$189K	0.05%	52
2024 Q2	–	Sell	-1,740	Closed	-$213K	–	54
2024 Q1	$213K	Buy	+1,740	New	+$182K	0.05%	52
2023 Q3	–	Sell	-2,493	Closed	-$223K	–	53
2023 Q2	$223K	Hold	2,493	–	–	0.06%	52
2023 Q1	$250K	Hold	2,493	–	–	0.07%	53
2022 Q4	$217K	Sell	2,493 -462	-16%	-$44.2K	0.06%	58
2022 Q3	$279K	Hold	2,955	–	–	0.09%	48
2022 Q2	$279K	Sell	2,955 -845	-22%	-$93.8K	0.08%	49
2022 Q1	$521K	Buy	3,800 +300	+9%	+$43.4K	0.14%	40
2021 Q4	$542K	Hold	3,500	–	–	0.14%	41
2021 Q3	$592K	Hold	3,500	–	–	0.17%	40
2021 Q2	$615K	Buy	+3,500	New	+$629K	0.19%	40

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HFR Wealth Management's DIS Position: Q1 2025 in Review

HFR Wealth Management sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,802 shares — an estimated $201K sold.

HFR Wealth Management first reported a position in DIS in Q2 2021 and held it in 11 quarters. The position peaked at $615K in Q2 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

HFR Wealth Management reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
HFR Wealth Management sold 1,802 Walt Disney shares in Q1 2025, an estimated $201K.
HFR Wealth Management first reported a position in Walt Disney in Q2 2021 and held it in 11 quarters.
HFR Wealth Management's Walt Disney position peaked at $615K in Q2 2021.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on HFR Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.