Red Door Wealth Management
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Red Door Wealth Management’s Walt Disney DIS Stock Holding History

Red Door Wealth 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
Q3 		$394K Sell
3,758
-80
-2% -$8.2K 0.03% 219
2026
Q2 		$369K Buy
3,838
+120
+3% +$12.2K 0.03% 224
2026
Q1 		$358K Sell
3,718
-113
-3% -$11.9K 0.04% 206
2025
Q4 		$436K Buy
3,831
+82
+2% +$9.03K 0.05% 174
2025
Q3 		$429K Buy
3,749
+359
+11% +$42.3K 0.05% 178
2025
Q2 		$420K Buy
+3,390
New +$352K 0.05% 177
2024
Q2 		– Sell
-1,816
Closed -$222K – 200
2024
Q1 		$222K Sell
1,816
-37,369
-95% -$3.9M 0.04% 181
2023
Q4 		$3.54M Buy
39,185
+2,506
+7% +$221K 0.77% 46
2023
Q3 		$2.97M Buy
36,679
+1,219
+3% +$104K 0.74% 44
2023
Q2 		$3.17M Buy
35,460
+1,902
+6% +$180K 0.7% 43
2023
Q1 		$3.36M Buy
33,558
+3,064
+10% +$309K 1.05% 37
2022
Q4 		$2.65M Buy
30,494
+2,156
+8% +$206K 0.87% 43
2022
Q3 		$2.67M Buy
28,338
+791
+3% +$84.7K 1.01% 40
2022
Q2 		$2.6M Buy
27,547
+942
+4% +$105K 0.96% 43
2022
Q1 		$3.65M Buy
26,605
+3,058
+13% +$442K 1.22% 33
2021
Q4 		$3.65M Buy
23,547
+2,151
+10% +$347K 1.2% 30
2021
Q3 		$3.62M Buy
21,396
+2,626
+14% +$468K 1.39% 21
2021
Q2 		$3.3M Buy
18,770
+2,472
+15% +$445K 1.28% 19
2021
Q1 		$3.02M Buy
16,298
+1,719
+12% +$317K 1.54% 19
2020
Q4 		$2.64M Buy
14,579
+752
+5% +$108K 1.56% 16
2020
Q3 		$1.72M Buy
13,827
+150
+1% +$18.7K 1.27% 27
2020
Q2 		$1.52M Buy
13,677
+1,719
+14% +$190K 1.12% 26
2020
Q1 		$1.16M Buy
11,958
+4,139
+53% +$523K 1.1% 29
2019
Q4 		$1.13M Buy
+7,819
New +$1.09M 1.01% 34

Other funds holding DIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Red Door Wealth Management's DIS Position: Q3 2026 in Review

Red Door Wealth Management reduced its Walt Disney (DIS) stake by 2.1% in Q3 2026, selling an estimated $8.2K and leaving 3,758 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #219.

Red Door Wealth Management first reported a position in DIS in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.65M in Q1 2022. 2,335 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Red Door Wealth Management held 3,758 shares of Walt Disney worth $394K as of Q3 2026.
  • Red Door Wealth Management sold 80 Walt Disney shares in Q3 2026, an estimated $8.2K.
  • Walt Disney made up 0.03% of Red Door Wealth Management's portfolio in Q3 2026, its #219 holding.
  • Red Door Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 24 quarters since.
  • Red Door Wealth Management's Walt Disney position peaked at $3.65M in Q1 2022.
  • 2,335 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.