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Redwood Financial Network’s Walt Disney DIS Stock Holding History

Redwood Financial Network’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 		$221K Sell
2,292
-27
-1% -$2.85K 0.14% 157
2025
Q4 		$264K Sell
2,319
-2
-0.1% -$220 0.17% 151
2025
Q3 		$266K Sell
2,321
-23
-1% -$2.71K 0.17% 144
2025
Q2 		$291K Sell
2,344
-52
-2% -$5.4K 0.2% 129
2025
Q1 		$236K Sell
2,396
-89
-4% -$9.56K 0.18% 141
2024
Q4 		$277K Sell
2,485
-537
-18% -$56.4K 0.21% 121
2024
Q3 		$291K Sell
3,022
-201
-6% -$18.5K 0.23% 115
2024
Q2 		$320K Sell
3,223
-23
-0.7% -$2.48K 0.27% 109
2024
Q1 		$397K Sell
3,246
-126
-4% -$13.2K 0.35% 91
2023
Q4 		$304K Sell
3,372
-186
-5% -$16.4K 0.3% 107
2023
Q3 		$288K Sell
3,558
-47
-1% -$4.01K 0.31% 104
2023
Q2 		$322K Sell
3,605
-50
-1% -$4.74K 0.3% 101
2023
Q1 		$366K Sell
3,655
-232
-6% -$23.4K 0.37% 93
2022
Q4 		$338K Buy
3,887
+146
+4% +$14K 0.38% 87
2022
Q3 		$353K Sell
3,741
-104
-3% -$11.1K 0.4% 80
2022
Q2 		$363K Sell
3,845
-89
-2% -$9.88K 0.4% 79
2022
Q1 		$540K Buy
+3,934
New +$569K 0.5% 67

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

Redwood Financial Network's DIS Position: Q1 2026 in Review

Redwood Financial Network reduced its Walt Disney (DIS) stake by 1.2% in Q1 2026, selling an estimated $2.85K and leaving 2,292 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #157.

Redwood Financial Network first reported a position in DIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $540K in Q1 2022. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Redwood Financial Network held 2,292 shares of Walt Disney worth $221K as of Q1 2026.
  • Redwood Financial Network sold 27 Walt Disney shares in Q1 2026, an estimated $2.85K.
  • Walt Disney made up 0.14% of Redwood Financial Network's portfolio in Q1 2026, its #157 holding.
  • Redwood Financial Network first reported a position in Walt Disney in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's Walt Disney position peaked at $540K in Q1 2022.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.