HHM Wealth Advisors
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HHM Wealth Advisors’s Walt Disney DIS Stock Holding History

HHM 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
2026
Q3 		$554K Sell
5,283
-134
-2% -$13.7K 0.05% 125
2026
Q2 		$521K Hold
5,417
– – 0.05% 127
2026
Q1 		$522K Sell
5,417
-69
-1% -$7.29K 0.06% 115
2025
Q4 		$624K Sell
5,486
-1
-0% -$110 0.07% 100
2025
Q3 		$628K Sell
5,487
-12
-0.2% -$1.41K 0.07% 102
2025
Q2 		$682K Sell
5,499
-43
-0.8% -$4.47K 0.08% 86
2025
Q1 		$547K Sell
5,542
-34
-0.6% -$3.65K 0.07% 99
2024
Q4 		$621K Buy
5,576
+3,863
+226% +$406K 0.08% 93
2024
Q3 		$165K Sell
1,713
-117
-6% -$10.8K 0.02% 198
2024
Q2 		$182K Buy
1,830
+116
+7% +$12.5K 0.03% 184
2024
Q1 		$210K Buy
1,714
+32
+2% +$3.34K 0.03% 141
2023
Q4 		$152K Sell
1,682
-94
-5% -$8.29K 0.03% 164
2023
Q3 		$144K Sell
1,776
-42
-2% -$3.59K 0.03% 161
2023
Q2 		$162K Buy
1,818
+34
+2% +$3.22K 0.03% 155
2023
Q1 		$179K Sell
1,784
-35
-2% -$3.53K 0.04% 138
2022
Q4 		$158K Sell
1,819
-520
-22% -$49.7K 0.04% 135
2022
Q3 		$221K Sell
2,339
-825
-26% -$88.3K 0.06% 98
2022
Q2 		$299K Sell
3,164
-1,305
-29% -$145K 0.08% 94
2022
Q1 		$613K Buy
4,469
+83
+2% +$12K 0.14% 62
2021
Q4 		$679K Buy
4,386
+532
+14% +$85.9K 0.16% 57
2021
Q3 		$652K Buy
3,854
+21
+0.5% +$3.74K 0.18% 55
2021
Q2 		$674K Buy
3,833
+403
+12% +$72.5K 0.18% 54
2021
Q1 		$633K Buy
3,430
+2
+0.1% +$369 0.2% 48
2020
Q4 		$621K Buy
3,428
+481
+16% +$69K 0.21% 41
2020
Q3 		$366K Buy
2,947
+736
+33% +$92K 0.15% 56
2020
Q2 		$247K Buy
2,211
+70
+3% +$7.73K 0.1% 74
2020
Q1 		$207K Sell
2,141
-700
-25% -$88.5K 0.1% 75
2019
Q4 		$411K Buy
+2,841
New +$397K 0.2% 50

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

HHM Wealth Advisors's DIS Position: Q3 2026 in Review

HHM Wealth Advisors reduced its Walt Disney (DIS) stake by 2.5% in Q3 2026, selling an estimated $13.7K and leaving 5,283 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #125.

HHM Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 28 quarters since. The position peaked at $682K in Q2 2025. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • HHM Wealth Advisors held 5,283 shares of Walt Disney worth $554K as of Q3 2026.
  • HHM Wealth Advisors sold 134 Walt Disney shares in Q3 2026, an estimated $13.7K.
  • Walt Disney made up 0.05% of HHM Wealth Advisors's portfolio in Q3 2026, its #125 holding.
  • HHM Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 28 quarters since.
  • HHM Wealth Advisors's Walt Disney position peaked at $682K in Q2 2025.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.