HWA
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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
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

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

HHM Wealth Advisors's DIS Position: Q2 2026 in Review

HHM Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 5,417 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #127.

HHM Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $682K in Q2 2025. 945 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HHM Wealth Advisors held 5,417 shares of Walt Disney worth $521K as of Q2 2026.
  • HHM Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • HHM Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • HHM Wealth Advisors's Walt Disney position peaked at $682K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.