OHWA
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Oak Hill Wealth Advisors’s Walt Disney DIS Stock Holding History

Oak Hill Wealth Advisors’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
Q3 		$316K Sell
2,757
-85
-3% -$10K 0.06% 122
2025
Q2 		$346K Sell
2,842
-100
-3% -$10.4K 0.07% 113
2025
Q1 		$290K Hold
2,942
– – 0.07% 113
2024
Q4 		$328K Buy
+2,942
New +$309K 0.08% 107
2024
Q3 		– Sell
-3,488
Closed -$321K – 150
2024
Q2 		$346K Buy
+3,488
New +$375K 0.11% 82
2024
Q1 		– Sell
-2,582
Closed -$270K – 137
2023
Q4 		$233K Sell
2,582
-1,580
-38% -$139K 0.08% 97
2023
Q3 		$337K Buy
4,162
+664
+19% +$56.7K 0.13% 74
2023
Q2 		$314K Sell
3,498
-1,206
-26% -$114K 0.12% 80
2023
Q1 		$471K Sell
4,704
-96
-2% -$9.68K 0.19% 65
2022
Q4 		$417K Buy
+4,800
New +$459K 0.17% 71

Other funds holding DIS

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Oak Hill Wealth Advisors's DIS Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Walt Disney (DIS) stake by 3% in Q3 2025, selling an estimated $10K and leaving 2,757 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #122.

Oak Hill Wealth Advisors first reported a position in DIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $471K in Q1 2023. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,757 shares of Walt Disney worth $316K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 85 Walt Disney shares in Q3 2025, an estimated $10K.
  • Walt Disney made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #122 holding.
  • Oak Hill Wealth Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Walt Disney position peaked at $471K in Q1 2023.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.