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Walt Disney Company shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Walt Disney Company

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All positions including Walt Disney Company held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 1.8k 113.76
2024-06-30 $205k 2.1k 99.30
2021-12-31 $215k 1.4k 154.68

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Helen Stephens Group

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Northern Trust
Ubs Global Asset Management Americas
Jennison Associates
Invesco
Ameriprise Financial
Bank of New York Mellon
Nuveen

View all funds holding Walt Disney Company