HWA
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Hilltop Wealth Advisors’s Walt Disney DIS Stock Holding History

Hilltop 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
Q1 		– Sell
-1,994
Closed -$227K – 55
2025
Q4 		$227K Buy
1,994
+225
+13% +$24.8K 0.11% 50
2025
Q3 		$203K Sell
1,769
-1
-0.1% -$118 0.11% 51
2025
Q2 		$219K Buy
+1,770
New +$184K 0.12% 48
2025
Q1 		– Sell
-2,389
Closed -$266K – 53
2024
Q4 		$266K Buy
2,389
+24
+1% +$2.52K 0.13% 39
2024
Q3 		$227K Buy
2,365
+10
+0.4% +$920 0.11% 50
2024
Q2 		$234K Buy
2,355
+21
+0.9% +$2.26K 0.12% 44
2024
Q1 		$286K Sell
2,334
-90
-4% -$9.4K 0.15% 40
2023
Q4 		$219K Buy
+2,424
New +$214K 0.12% 38
2023
Q3 		– Sell
-2,406
Closed -$215K – 37
2023
Q2 		$215K Buy
2,406
+108
+5% +$10.2K 0.16% 35
2023
Q1 		$230K Buy
+2,298
New +$232K 0.19% 30
2022
Q4 		– Sell
-2,298
Closed -$217K – 40
2022
Q3 		$217K Hold
2,298
– – 0.22% 33
2022
Q2 		$217K Hold
2,298
– – 0.21% 29
2022
Q1 		$315K Hold
2,298
– – 0.27% 22
2021
Q4 		$356K Hold
2,298
– – 0.25% 27
2021
Q3 		$389K Hold
2,298
– – 0.27% 24
2021
Q2 		$404K Hold
2,298
– – 0.29% 23
2021
Q1 		$424K Sell
2,298
-600
-21% -$111K 0.32% 21
2020
Q4 		$525K Hold
2,898
– – 0.47% 16
2020
Q3 		$360K Hold
2,898
– – 0.36% 18
2020
Q2 		$323K Hold
2,898
– – 0.35% 19
2020
Q1 		$280K Hold
2,898
– – 0.34% 18
2019
Q4 		$419K Buy
+2,898
New +$404K 0.43% 16

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

Hilltop Wealth Advisors's DIS Position: Q1 2026 in Review

Hilltop Wealth Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,994 shares — an estimated $227K sold.

Hilltop Wealth Advisors first reported a position in DIS in Q4 2019 and held it in 22 quarters. The position peaked at $525K in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Hilltop Wealth Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Hilltop Wealth Advisors sold 1,994 Walt Disney shares in Q1 2026, an estimated $227K.
  • Hilltop Wealth Advisors first reported a position in Walt Disney in Q4 2019 and held it in 22 quarters.
  • Hilltop Wealth Advisors's Walt Disney position peaked at $525K in Q4 2020.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.