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Rialto Wealth Management’s Walt Disney DIS Stock Holding History

Rialto 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 		$283K Buy
2,940
+134
+5% +$13.7K 0.06% 144
2026
Q1 		$270K Sell
2,806
-371
-12% -$39.2K 0.06% 134
2025
Q4 		$361K Buy
3,177
+336
+12% +$37K 0.09% 116
2025
Q3 		$325K Buy
2,841
+5
+0.2% +$589 0.08% 119
2025
Q2 		$352K Buy
2,836
+78
+3% +$8.1K 0.1% 112
2025
Q1 		$272K Buy
2,758
+118
+4% +$12.7K 0.09% 123
2024
Q4 		$294K Buy
+2,640
New +$277K 0.1% 120

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

Rialto Wealth Management's DIS Position: Q2 2026 in Review

Rialto Wealth Management increased its Walt Disney (DIS) stake by 4.8% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,940 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #144.

Rialto Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $361K in Q4 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Rialto Wealth Management held 2,940 shares of Walt Disney worth $283K as of Q2 2026.
  • Rialto Wealth Management bought 134 Walt Disney shares in Q2 2026, an estimated $13.7K.
  • Walt Disney made up 0.06% of Rialto Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Rialto Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Walt Disney position peaked at $361K in Q4 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.