Green Ridge Wealth Planning’s Walt Disney DIS Stock Holding History

Green Ridge Wealth Planning’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	–	Sell	-2,233	Closed	-$254K	–	88
2025 Q4	$254K	Buy	+2,233	New	+$246K	0.13%	71

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Green Ridge Wealth Planning's DIS Position: Q1 2026 in Review

Green Ridge Wealth Planning sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,233 shares — an estimated $254K sold.

Green Ridge Wealth Planning first reported a position in DIS in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Green Ridge Wealth Planning reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Green Ridge Wealth Planning sold 2,233 Walt Disney shares in Q1 2026, an estimated $254K.
Green Ridge Wealth Planning first reported a position in Walt Disney in Q4 2025 and held it in 1 quarter.
Green Ridge Wealth Planning's Walt Disney position peaked at $254K in Q4 2025.
3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q1 2026, filed 10 Apr 2026.