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Van Hulzen Asset Management’s Walt Disney DIS Stock Holding History

Van Hulzen Asset Management’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 		$476K Sell
4,938
-28,232
-85% -$2.98M 0.04% 235
2025
Q4 		$3.77M Sell
33,170
-61,733
-65% -$6.8M 0.28% 71
2025
Q3 		$10.9M Buy
94,903
+1,343
+1% +$158K 0.81% 36
2025
Q2 		$11.6M Buy
93,560
+50
+0.1% +$5.2K 0.97% 32
2025
Q1 		$9.23M Sell
93,510
-32,166
-26% -$3.46M 0.84% 38
2024
Q4 		$14M Buy
125,676
+3,641
+3% +$382K 1.02% 25
2024
Q3 		$11.7M Sell
122,035
-25,003
-17% -$2.3M 0.85% 35
2024
Q2 		$14.6M Sell
147,038
-2,069
-1% -$223K 0.98% 31
2024
Q1 		$18.2M Buy
149,107
+4,088
+3% +$427K 1.2% 23
2023
Q4 		$13.1M Sell
145,019
-2,594
-2% -$229K 0.92% 33
2023
Q3 		$12M Buy
147,613
+114,307
+343% +$9.76M 0.92% 36
2023
Q2 		$2.97M Buy
33,306
+23,887
+254% +$2.26M 0.25% 75
2023
Q1 		$943K Sell
9,419
-335
-3% -$33.8K 0.09% 123
2022
Q4 		$847K Sell
9,754
-117
-1% -$11.2K 0.1% 133
2022
Q3 		$931K Buy
9,871
+80
+0.8% +$8.56K 0.11% 118
2022
Q2 		$924K Buy
9,791
+110
+1% +$12.2K 0.11% 115
2022
Q1 		$1.33M Sell
9,681
-1
-0% -$145 0.14% 99
2021
Q4 		$1.5M Buy
9,682
+36
+0.4% +$5.81K 0.16% 94
2021
Q3 		$1.63M Buy
9,646
+89
+0.9% +$15.9K 0.24% 73
2021
Q2 		$1.68M Sell
9,557
-100
-1% -$18K 0.25% 71
2021
Q1 		$1.78M Sell
9,657
-2,174
-18% -$401K 0.28% 73
2020
Q4 		$2.14M Sell
11,831
-430
-4% -$61.7K 0.32% 67
2020
Q3 		$1.52M Sell
12,261
-2,155
-15% -$269K 0.23% 79
2020
Q2 		$1.61M Sell
14,416
-405
-3% -$44.7K 0.24% 71
2020
Q1 		$1.43M Buy
14,821
+1,676
+13% +$212K 0.31% 66
2019
Q4 		$1.9M Sell
13,145
-11,902
-48% -$1.66M 0.37% 64
2019
Q3 		$3.26M Sell
25,047
-447
-2% -$61.8K 0.69% 41
2019
Q2 		$3.56M Sell
25,494
-75,320
-75% -$9.99M 0.78% 40
2019
Q1 		$11.2M Buy
100,814
+10,036
+11% +$1.12M 3.01% 3
2018
Q4 		$9.95M Buy
90,778
+3,191
+4% +$363K 2.88% 4
2018
Q3 		$10.2M Buy
87,587
+7,127
+9% +$793K 2.73% 4
2018
Q2 		$8.43M Buy
80,460
+74,053
+1,156% +$7.57M 2.5% 6
2018
Q1 		$644K Sell
6,407
-41
-0.6% -$4.36K 0.2% 97
2017
Q4 		$693K Buy
6,448
+381
+6% +$39.3K 0.21% 98
2017
Q3 		$598K Buy
6,067
+2,240
+59% +$230K 0.2% 95
2017
Q2 		$407K Buy
3,827
+245
+7% +$26.8K 0.16% 90
2017
Q1 		$406K Sell
3,582
-147
-4% -$16.2K 0.19% 90
2016
Q4 		$389K Hold
3,729
– – 0.18% 93
2016
Q3 		$346K Buy
3,729
+21
+0.6% +$2.01K 0.19% 85
2016
Q2 		$363K Sell
3,708
-200
-5% -$20K 0.21% 82
2016
Q1 		$388K Buy
3,908
+202
+5% +$19.5K 0.22% 81
2015
Q4 		$389K Buy
3,706
+95
+3% +$10.6K 0.24% 74
2015
Q3 		$369K Buy
3,611
+300
+9% +$32.7K 0.24% 82
2015
Q2 		$378K Buy
3,311
+264
+9% +$29K 0.2% 94
2015
Q1 		$320K Buy
3,047
+202
+7% +$20.4K 0.2% 98
2014
Q4 		$268K Buy
+2,845
New +$256K 0.19% 99

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Van Hulzen Asset Management's DIS Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Walt Disney (DIS) stake by 85% in Q1 2026, selling an estimated $2.98M and leaving 4,938 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #235.

Van Hulzen Asset Management first reported a position in DIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $18.2M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Van Hulzen Asset Management held 4,938 shares of Walt Disney worth $476K as of Q1 2026.
  • Van Hulzen Asset Management sold 28,232 Walt Disney shares in Q1 2026, an estimated $2.98M.
  • Walt Disney made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #235 holding.
  • Van Hulzen Asset Management first reported a position in Walt Disney in Q4 2014 and has held it in 46 quarters since.
  • Van Hulzen Asset Management's Walt Disney position peaked at $18.2M in Q1 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.