RDWM
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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Red Door Wealth Management's DIS Position: Q2 2026 in Review

Red Door Wealth Management increased its Walt Disney (DIS) stake by 3.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 3,838 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #224.

Red Door Wealth Management first reported a position in DIS in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.65M in Q1 2022. 1,278 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Red Door Wealth Management held 3,838 shares of Walt Disney worth $369K as of Q2 2026.
  • Red Door Wealth Management bought 120 Walt Disney shares in Q2 2026, an estimated $12.2K.
  • Walt Disney made up 0.03% of Red Door Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Red Door Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 23 quarters since.
  • Red Door Wealth Management's Walt Disney position peaked at $3.65M in Q1 2022.
  • 1,278 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.