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Walt Disney Company shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $473k 4.8k 99.29

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View all positions for Heritage Oak Wealth Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Jennison Associates
Citadel Advisors
Susquehanna International
Loomis, Sayles and
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company