Houlihan Financial Resource Group’s Walt Disney DIS Stock Holding History

Houlihan Financial Resource Group’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	$288K	Hold	2,984	–	–	0.11%	97
2025 Q4	$338K	Buy	2,984 +1,227	+70%	+$135K	0.13%	91
2025 Q3	$201K	Sell	1,757 -1,551	-47%	-$183K	0.18%	72
2025 Q2	$402K	Sell	3,308 -500	-13%	-$52K	0.17%	82
2025 Q1	$376K	Sell	3,808 -100	-3%	-$10.7K	0.17%	79
2024 Q4	$435K	Hold	3,908	–	–	0.19%	77
2024 Q3	$376K	Buy	+3,908	New	+$360K	0.16%	84
2024 Q2	–	Sell	-3,907	Closed	-$478K	–	68
2024 Q1	$478K	Sell	3,907 -5	-0.1%	-$522	0.21%	72
2023 Q4	$353K	Hold	3,912	–	–	0.17%	78
2023 Q3	$318K	Buy	+3,912	New	+$334K	0.17%	79
2023 Q2	–	Sell	-3,912	Closed	-$392K	–	146
2023 Q1	$392K	Hold	3,912	–	–	0.21%	70
2022 Q4	$387K	Hold	3,912	–	–	0.22%	69
2022 Q3	$367K	Buy	+3,912	New	+$419K	0.22%	65
2020 Q3	$346K	Buy	+2,512	New	+$314K	0.2%	74
2020 Q1	$262K	Buy	2,714 +2	+0.1%	+$253	0.23%	72
2019 Q4	$392K	Buy	+2,712	New	+$379K	0.25%	70

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's DIS Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Walt Disney (DIS) position steady in Q1 2026 at 2,984 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #97.

Houlihan Financial Resource Group first reported a position in DIS in Q4 2019 and has held it in 16 quarters since. The position peaked at $478K in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Houlihan Financial Resource Group held 2,984 shares of Walt Disney worth $288K as of Q1 2026.
Houlihan Financial Resource Group left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.11% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #97 holding.
Houlihan Financial Resource Group first reported a position in Walt Disney in Q4 2019 and has held it in 16 quarters since.
Houlihan Financial Resource Group's Walt Disney position peaked at $478K in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.