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Redwood Investment Management’s Walt Disney DIS Stock Holding History

Redwood Investment 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 		$1.26M Buy
+13,067
New +$1.33M 0.12% 93
2025
Q4 		– Sell
-1,757
Closed -$201K – 309
2025
Q3 		$201K Sell
1,757
-314
-15% -$37K 0.02% 281
2025
Q2 		$257K Sell
2,071
-1,842
-47% -$191K 0.03% 273
2025
Q1 		$386K Sell
3,913
-10,018
-72% -$1.08M 0.04% 249
2024
Q4 		$1.55M Buy
+13,931
New +$1.46M 0.15% 152
2024
Q1 		– Sell
-12,517
Closed -$1.13M – 337
2023
Q4 		$1.13M Buy
+12,517
New +$1.1M 0.1% 229
2022
Q1 		– Sell
-2,132
Closed -$330K – 290
2021
Q4 		$330K Sell
2,132
-3,771
-64% -$609K 0.04% 235
2021
Q3 		$999K Buy
5,903
+1,716
+41% +$306K 0.14% 222
2021
Q2 		$736K Buy
4,187
+774
+23% +$139K 0.12% 207
2021
Q1 		$630K Buy
3,413
+336
+11% +$62K 0.12% 227
2020
Q4 		$557K Buy
3,077
+1,152
+60% +$165K 0.09% 228
2020
Q3 		$239K Sell
1,925
-604
-24% -$75.5K 0.06% 232
2020
Q2 		$282K Buy
+2,529
New +$279K 0.08% 208

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 Investment Management's DIS Position: Q2 2026 in Review

Redwood Investment Management opened a new position in Walt Disney (DIS) in Q2 2026: 13,067 shares worth $1.26M. The stake represents 0.12% of the portfolio and ranks #93 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in DIS as recently as Q3 2025.

Redwood Investment Management first reported a position in DIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Redwood Investment Management held 13,067 shares of Walt Disney worth $1.26M as of Q2 2026.
  • Walt Disney was a new Redwood Investment Management position in Q2 2026.
  • Walt Disney made up 0.12% of Redwood Investment Management's portfolio in Q2 2026, its #93 holding.
  • Redwood Investment Management first reported a position in Walt Disney in Q2 2020 and has held it in 13 quarters since.
  • Redwood Investment Management's Walt Disney position peaked at $1.55M in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.