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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
Q2 		$486K Sell
5,050
-400
-7% -$40.8K 0.23% 61
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 $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

Ridgecrest Wealth Partners's DIS Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Walt Disney (DIS) stake by 7.3% in Q2 2026, selling an estimated $40.8K and leaving 5,050 shares worth $486K. The position accounts for 0.23% of the portfolio, ranked #61.

Ridgecrest Wealth Partners first reported a position in DIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.05M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Ridgecrest Wealth Partners held 5,050 shares of Walt Disney worth $486K as of Q2 2026.
  • Ridgecrest Wealth Partners sold 400 Walt Disney shares in Q2 2026, an estimated $40.8K.
  • Walt Disney made up 0.23% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Ridgecrest Wealth Partners first reported a position in Walt Disney in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Walt Disney position peaked at $1.05M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.