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Hillsdale Investment Management’s Walt Disney DIS Stock Holding History

Hillsdale Investment 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
2026
Q1 		$1.97M Sell
20,480
-18,519
-47% -$1.96M 0.05% 311
2025
Q4 		$4.44M Sell
38,999
-13,191
-25% -$1.45M 0.12% 227
2025
Q3 		$5.98M Buy
52,190
+12,960
+33% +$1.53M 0.18% 167
2025
Q2 		$4.86M Buy
39,230
+28,540
+267% +$2.97M 0.18% 174
2025
Q1 		$1.06M Buy
10,690
+9,540
+830% +$1.03M 0.05% 245
2024
Q4 		$128K Sell
1,150
-8,710
-88% -$915K 0.01% 431
2024
Q3 		$948K Buy
9,860
+9,660
+4,830% +$889K 0.07% 224
2024
Q2 		$19.9K Buy
+200
New +$21.5K ﹤0.01% 461
2022
Q1 		– Sell
-390
Closed -$60K – 567
2021
Q4 		$60K Hold
390
– – ﹤0.01% 480
2021
Q3 		$66K Hold
390
– – 0.01% 454
2021
Q2 		$69K Buy
390
+90
+30% +$16.2K 0.01% 444
2021
Q1 		$55K Hold
300
– – ﹤0.01% 445
2020
Q4 		$54K Hold
300
– – 0.01% 433
2020
Q3 		$37K Buy
+300
New +$37.5K ﹤0.01% 441
2019
Q4 		– Sell
-10
Closed -$1K – 600
2019
Q3 		$1K Sell
10
-785
-99% -$109K ﹤0.01% 600
2019
Q2 		$111K Sell
795
-10
-1% -$1.33K 0.01% 411
2019
Q1 		$90K Buy
805
+780
+3,120% +$87.2K 0.01% 410
2018
Q4 		$3K Hold
25
– – ﹤0.01% 524
2018
Q3 		$3K Buy
25
+5
+25% +$557 ﹤0.01% 427
2018
Q2 		$2K Buy
20
+5
+33% +$511 ﹤0.01% 467
2018
Q1 		$2K Sell
15
-20
-57% -$2.13K ﹤0.01% 437
2017
Q4 		$4K Sell
35
-15
-30% -$1.54K ﹤0.01% 415
2017
Q3 		$5K Sell
50
-30
-38% -$3.09K ﹤0.01% 391
2017
Q2 		$8K Sell
80
-10
-11% -$1.09K ﹤0.01% 348
2017
Q1 		$10K Buy
90
+70
+350% +$7.71K ﹤0.01% 347
2016
Q4 		$2K Buy
+20
New +$1.95K ﹤0.01% 443

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Hillsdale Investment Management's DIS Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Walt Disney (DIS) stake by 47% in Q1 2026, selling an estimated $1.96M and leaving 20,480 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #311.

Hillsdale Investment Management first reported a position in DIS in Q4 2016 and has held it in 26 quarters since. The position peaked at $5.98M in Q3 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Hillsdale Investment Management held 20,480 shares of Walt Disney worth $1.97M as of Q1 2026.
  • Hillsdale Investment Management sold 18,519 Walt Disney shares in Q1 2026, an estimated $1.96M.
  • Walt Disney made up 0.05% of Hillsdale Investment Management's portfolio in Q1 2026, its #311 holding.
  • Hillsdale Investment Management first reported a position in Walt Disney in Q4 2016 and has held it in 26 quarters since.
  • Hillsdale Investment Management's Walt Disney position peaked at $5.98M in Q3 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.