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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
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 $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

Rialto Wealth Management's DIS Position: Q1 2026 in Review

Rialto Wealth Management reduced its Walt Disney (DIS) stake by 12% in Q1 2026, selling an estimated $39.2K and leaving 2,806 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #134.

Rialto Wealth Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Rialto Wealth Management held 2,806 shares of Walt Disney worth $270K as of Q1 2026.
  • Rialto Wealth Management sold 371 Walt Disney shares in Q1 2026, an estimated $39.2K.
  • Walt Disney made up 0.06% of Rialto Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Rialto Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Walt Disney position peaked at $361K in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.