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 Q2	$228K	Buy	+2,372	New	+$242K	0.11%	68
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Hilltop Wealth Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 2,372 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: Hilltop Wealth Advisors previously reported a position in DIS as recently as Q4 2025.

Hilltop Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 23 quarters since. The position peaked at $525K in Q4 2020. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Hilltop Wealth Advisors held 2,372 shares of Walt Disney worth $228K as of Q2 2026.
Walt Disney was a new Hilltop Wealth Advisors position in Q2 2026.
Walt Disney made up 0.11% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Hilltop Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 23 quarters since.
Hilltop Wealth Advisors's Walt Disney position peaked at $525K in Q4 2020.
2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.