NRWA
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North Ridge Wealth Advisors’s Walt Disney DIS Stock Holding History

North Ridge 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
2026
Q1 		$11.2K Hold
116
– – 0.01% 134
2025
Q4 		$13.2K Hold
116
– – 0.01% 118
2025
Q3 		$13.3K Hold
116
– – 0.01% 126
2025
Q2 		$14.4K Hold
116
– – 0.01% 111
2025
Q1 		$11.4K Hold
116
– – 0.01% 111
2024
Q4 		$12.9K Buy
+116
New +$12.2K 0.01% 104

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

North Ridge Wealth Advisors's DIS Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Walt Disney (DIS) position steady in Q1 2026 at 116 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #134.

North Ridge Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4K in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • North Ridge Wealth Advisors held 116 shares of Walt Disney worth $11.2K as of Q1 2026.
  • North Ridge Wealth Advisors left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • North Ridge Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Walt Disney position peaked at $14.4K in Q2 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.