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Hopwood Financial Services’s Walt Disney DIS Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-1,095
Closed -$125K – 134
2025
Q3 		$125K Buy
1,095
+10
+0.9% +$1.18K 0.08% 107
2025
Q2 		$135K Hold
1,085
– – 0.11% 98
2025
Q1 		$107K Sell
1,085
-2,478
-70% -$266K 0.08% 110
2024
Q4 		$397K Buy
+3,563
New +$374K 0.3% 45

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hopwood Financial Services's DIS Position: Q4 2025 in Review

Hopwood Financial Services sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,095 shares — an estimated $125K sold.

Hopwood Financial Services first reported a position in DIS in Q4 2024 and held it in 4 quarters. The position peaked at $397K in Q4 2024. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Hopwood Financial Services reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 1,095 Walt Disney shares in Q4 2025, an estimated $125K.
  • Hopwood Financial Services first reported a position in Walt Disney in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Walt Disney position peaked at $397K in Q4 2024.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.