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Hofer & Associates’s Walt Disney DIS Stock Holding History

Hofer & Associates’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
-1,887
Closed -$215K – 65
2025
Q4 		$215K Buy
+1,887
New +$208K 0.11% 63
2025
Q1 		– Sell
-2,223
Closed -$248K – 59
2024
Q4 		$248K Sell
2,223
-131
-6% -$13.8K 0.17% 55
2024
Q3 		$226K Sell
2,354
-469
-17% -$43.2K 0.16% 56
2024
Q2 		$280K Sell
2,823
-90
-3% -$9.69K 0.22% 43
2024
Q1 		$356K Sell
2,913
-17
-0.6% -$1.78K 0.3% 37
2023
Q4 		$265K Sell
2,930
-147
-5% -$13K 0.25% 42
2023
Q3 		$249K Sell
3,077
-796
-21% -$68K 0.26% 42
2023
Q2 		$346K Buy
3,873
+155
+4% +$14.7K 0.33% 37
2023
Q1 		$323K Hold
3,718
– – 0.32% 37
2022
Q4 		$323K Sell
3,718
-48
-1% -$4.59K 0.32% 37
2022
Q3 		$355K Sell
3,766
-1
-0% -$107 0.38% 33
2022
Q2 		$356K Buy
3,767
+175
+5% +$19.4K 0.37% 33
2022
Q1 		$493K Buy
3,592
+1,477
+70% +$214K 0.43% 29
2021
Q4 		$328K Buy
+2,115
New +$342K 0.3% 41

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

Hofer & Associates's DIS Position: Q1 2026 in Review

Hofer & Associates sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,887 shares — an estimated $215K sold.

Hofer & Associates first reported a position in DIS in Q4 2021 and held it in 14 quarters. The position peaked at $493K in Q1 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Hofer & Associates reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Hofer & Associates sold 1,887 Walt Disney shares in Q1 2026, an estimated $215K.
  • Hofer & Associates first reported a position in Walt Disney in Q4 2021 and held it in 14 quarters.
  • Hofer & Associates's Walt Disney position peaked at $493K in Q1 2022.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.