HUB Investment Partners’s Walt Disney DIS Stock Holding History

HUB Investment Partners’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	-200	Closed	-$22.8K	–	1168
2025 Q4	$22.8K	Buy	+200	New	+$22K	﹤0.01%	948
2025 Q3	–	Sell	-700	Closed	-$86.8K	–	893
2025 Q2	$86.8K	Hold	700	–	–	﹤0.01%	685
2025 Q1	$69.1K	Hold	700	–	–	﹤0.01%	604
2024 Q4	$31.6K	Hold	700	–	–	﹤0.01%	570
2024 Q3	$19.6K	Buy	700 +500	+250%	+$46K	﹤0.01%	539
2024 Q2	$19.9K	Sell	200 -100	-33%	-$10.8K	﹤0.01%	493
2024 Q1	$36.7K	Sell	300 -200	-40%	-$20.9K	﹤0.01%	475
2023 Q4	$45.1K	Hold	500	–	–	﹤0.01%	401
2023 Q3	$40.5K	Hold	500	–	–	0.01%	261
2023 Q2	$44.6K	Hold	500	–	–	0.01%	249
2023 Q1	$50.1K	Sell	500 -49,500	-99%	-$4.99M	0.01%	220
2022 Q4	$4.34M	Buy	+50,000	New	+$4.78M	0.95%	23
2022 Q1	–	Sell	-500	Closed	-$25K	–	186
2021 Q4	$25K	Buy	+500	New	+$80.8K	0.01%	206

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

HUB Investment Partners's DIS Position: Q1 2026 in Review

HUB Investment Partners increased its Walt Disney (DIS) stake by 13% in Q1 2026, buying an estimated $418K and bringing the position to 33,770 shares worth $3.25M. The position accounts for 0.08% of the portfolio, ranked #195.

HUB Investment Partners first reported a position in DIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.04M in Q4 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

HUB Investment Partners held 33,770 shares of Walt Disney worth $3.25M as of Q1 2026.
HUB Investment Partners bought 3,959 Walt Disney shares in Q1 2026, an estimated $418K.
Walt Disney made up 0.08% of HUB Investment Partners's portfolio in Q1 2026, its #195 holding.
HUB Investment Partners first reported a position in Walt Disney in Q4 2020 and has held it in 21 quarters since.
HUB Investment Partners's Walt Disney position peaked at $4.04M in Q4 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.