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Redwood Family Wealth’s Walt Disney DIS Stock Holding History

Redwood Family Wealth’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 		$1.77M Buy
18,403
+9
+0% +$918 1.55% 15
2026
Q1 		$1.77M Sell
18,394
-173
-0.9% -$18.3K 1.73% 16
2025
Q4 		$2.11M Buy
+18,567
New +$2.04M 2.08% 13

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Redwood Family Wealth's DIS Position: Q2 2026 in Review

Redwood Family Wealth increased its Walt Disney (DIS) stake by 0.05% in Q2 2026, buying an estimated $918 and bringing the position to 18,403 shares worth $1.77M. The position accounts for 1.55% of the portfolio, ranked #15.

Redwood Family Wealth first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q4 2025. 2,923 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Redwood Family Wealth held 18,403 shares of Walt Disney worth $1.77M as of Q2 2026.
  • Redwood Family Wealth bought 9 Walt Disney shares in Q2 2026, an estimated $918.
  • Walt Disney made up 1.55% of Redwood Family Wealth's portfolio in Q2 2026, its #15 holding.
  • Redwood Family Wealth first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Redwood Family Wealth's Walt Disney position peaked at $2.11M in Q4 2025.
  • 2,923 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.