Redwood Wealth Management Group’s Walt Disney DIS Stock Holding History

Redwood Wealth Management Group’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	$226K	Sell	2,347 -9	-0.4%	-$951	0.1%	157
2025 Q4	$268K	Sell	2,356 -277	-11%	-$30.5K	0.11%	143
2025 Q3	$301K	Sell	2,633 -426	-14%	-$50.2K	0.13%	137
2025 Q2	$379K	Buy	3,059 +100	+3%	+$10.4K	0.17%	119
2025 Q1	$292K	Buy	2,959 +6	+0.2%	+$645	0.15%	127
2024 Q4	$329K	Sell	2,953 -99	-3%	-$10.4K	0.16%	122
2024 Q3	$294K	Sell	3,052 -234	-7%	-$21.5K	0.15%	131
2024 Q2	$326K	Buy	3,286 +10	+0.3%	+$1.08K	0.25%	88
2024 Q1	$401K	Sell	3,276 -181	-5%	-$18.9K	0.42%	70
2023 Q4	$312K	Buy	3,457 +434	+14%	+$38.3K	0.35%	88
2023 Q3	$245K	Buy	3,023 +34	+1%	+$2.9K	0.29%	100
2023 Q2	$267K	Buy	2,989 +296	+11%	+$28K	0.3%	99
2023 Q1	$270K	Sell	2,693 -255	-9%	-$25.7K	0.31%	99
2022 Q4	$256K	Buy	+2,948	New	+$282K	0.32%	89

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redwood Wealth Management Group's DIS Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Walt Disney (DIS) stake by 0.38% in Q1 2026, selling an estimated $951 and leaving 2,347 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #157.

Redwood Wealth Management Group first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $401K in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Redwood Wealth Management Group held 2,347 shares of Walt Disney worth $226K as of Q1 2026.
Redwood Wealth Management Group sold 9 Walt Disney shares in Q1 2026, an estimated $951.
Walt Disney made up 0.1% of Redwood Wealth Management Group's portfolio in Q1 2026, its #157 holding.
Redwood Wealth Management Group first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Redwood Wealth Management Group's Walt Disney position peaked at $401K in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.