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Hurlow Wealth Management Group’s Walt Disney DIS Stock Holding History

Hurlow Wealth Management 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
2025
Q4 		– Sell
-1,922
Closed -$220K – 123
2025
Q3 		$220K Buy
1,922
+1
+0.1% +$118 0.06% 112
2025
Q2 		$238K Buy
+1,921
New +$200K 0.07% 117
2025
Q1 		– Sell
-1,999
Closed -$223K – 123
2024
Q4 		$223K Buy
+1,999
New +$210K 0.07% 113
2024
Q3 		– Sell
-2,181
Closed -$217K – 121
2024
Q2 		$217K Hold
2,181
– – 0.07% 113
2024
Q1 		$267K Buy
+2,181
New +$228K 0.09% 95
2023
Q2 		– Sell
-2,185
Closed -$219K – 110
2023
Q1 		$219K Sell
2,185
-207
-9% -$20.9K 0.1% 97
2022
Q4 		$208K Sell
2,392
-115
-5% -$11K 0.11% 96
2022
Q3 		$236K Sell
2,507
-271
-10% -$29K 0.14% 85
2022
Q2 		$262K Buy
2,778
+240
+9% +$26.6K 0.15% 82
2022
Q1 		$348K Sell
2,538
-25
-1% -$3.61K 0.21% 67
2021
Q4 		$431K Sell
2,563
-15
-0.6% -$2.42K 0.34% 51
2021
Q3 		$436K Sell
2,578
-86
-3% -$15.3K 0.26% 56
2021
Q2 		$468K Sell
2,664
-118
-4% -$21.2K 0.31% 51
2021
Q1 		$513K Buy
2,782
+761
+38% +$140K 0.37% 50
2020
Q4 		$366K Sell
2,021
-2
-0.1% -$287 0.29% 63
2020
Q3 		$251K Sell
2,023
-122
-6% -$15.3K 0.23% 72
2020
Q2 		$249K Hold
2,145
– – 0.24% 79
2020
Q1 		$222K Sell
2,145
-295
-12% -$37.3K 0.24% 78
2019
Q4 		$352K Sell
2,440
-120
-5% -$16.7K 0.34% 69
2019
Q3 		$332K Buy
2,560
+79
+3% +$10.9K 0.35% 72
2019
Q2 		$356K Hold
2,481
– – 0.37% 63
2019
Q1 		$340K Buy
2,481
+88
+4% +$9.84K 0.36% 63
2018
Q4 		$265K Buy
+2,393
New +$272K 0.32% 73

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

Hurlow Wealth Management Group's DIS Position: Q4 2025 in Review

Hurlow Wealth Management Group sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,922 shares — an estimated $220K sold.

Hurlow Wealth Management Group first reported a position in DIS in Q4 2018 and held it in 23 quarters. The position peaked at $513K in Q1 2021. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Hurlow Wealth Management Group reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 1,922 Walt Disney shares in Q4 2025, an estimated $220K.
  • Hurlow Wealth Management Group first reported a position in Walt Disney in Q4 2018 and held it in 23 quarters.
  • Hurlow Wealth Management Group's Walt Disney position peaked at $513K in Q1 2021.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.