RWP
DIS icon

Ridgecrest Wealth Partners’s Walt Disney DIS Stock Holding History

Ridgecrest Wealth Partners’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 		$525K Buy
5,450
+570
+12% +$60.2K 0.29% 56
2025
Q4 		$555K Sell
4,880
-2,859
-37% -$315K 0.3% 53
2025
Q3 		$886K Buy
7,739
+1
+0% +$118 0.4% 48
2025
Q2 		$960K Sell
7,738
-200
-3% -$20.8K 0.51% 42
2025
Q1 		$784K Buy
7,938
+319
+4% +$34.3K 0.41% 47
2024
Q4 		$848K Sell
7,619
-190
-2% -$20K 0.46% 41
2024
Q3 		$751K Buy
7,809
+25
+0.3% +$2.3K 0.39% 47
2024
Q2 		$773K Sell
7,784
-8
-0.1% -$861 0.47% 43
2024
Q1 		$953K Sell
7,792
-127
-2% -$13.3K 0.57% 40
2023
Q4 		$715K Buy
7,919
+4
+0.1% +$353 0.47% 45
2023
Q3 		$642K Buy
7,915
+101
+1% +$8.63K 0.45% 45
2023
Q2 		$698K Buy
7,814
+28
+0.4% +$2.65K 0.46% 43
2023
Q1 		$780K Sell
7,786
-185
-2% -$18.7K 0.56% 36
2022
Q4 		$693K Sell
7,971
-221
-3% -$21.1K 0.53% 38
2022
Q3 		$773K Buy
8,192
+555
+7% +$59.4K 0.63% 36
2022
Q2 		$721K Buy
7,637
+138
+2% +$15.3K 0.52% 41
2022
Q1 		$1.03M Buy
7,499
+1,217
+19% +$176K 0.65% 39
2021
Q4 		$973K Buy
6,282
+551
+10% +$89K 0.47% 48
2021
Q3 		$969K Buy
5,731
+194
+4% +$34.6K 0.53% 46
2021
Q2 		$973K Sell
5,537
-176
-3% -$31.7K 0.61% 43
2021
Q1 		$1.05M Buy
+5,713
New +$1.05M 1% 32

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

Ridgecrest Wealth Partners's DIS Position: Q1 2026 in Review

Ridgecrest Wealth Partners increased its Walt Disney (DIS) stake by 12% in Q1 2026, buying an estimated $60.2K and bringing the position to 5,450 shares worth $525K. The position accounts for 0.29% of the portfolio, ranked #56.

Ridgecrest Wealth Partners first reported a position in DIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.05M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Ridgecrest Wealth Partners held 5,450 shares of Walt Disney worth $525K as of Q1 2026.
  • Ridgecrest Wealth Partners bought 570 Walt Disney shares in Q1 2026, an estimated $60.2K.
  • Walt Disney made up 0.29% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Ridgecrest Wealth Partners first reported a position in Walt Disney in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Walt Disney position peaked at $1.05M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.