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Ridgewood Investments’s Walt Disney DIS Stock Holding History

Ridgewood Investments’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 		$1.35M Buy
14,018
+902
+7% +$92K 0.51% 59
2026
Q1 		$1.26M Buy
+13,116
New +$1.39M 0.52% 55
2025
Q3 		$658K Buy
5,743
+172
+3% +$20.3K 0.28% 105
2025
Q2 		$691K Sell
5,571
-7,081
-56% -$736K 0.3% 92
2025
Q1 		$1.25M Buy
12,652
+164
+1% +$17.6K 0.58% 43
2024
Q4 		$1.39M Sell
12,488
-1,707
-12% -$179K 0.67% 33
2024
Q3 		$1.37M Sell
14,195
-93
-0.7% -$8.56K 0.68% 36
2024
Q2 		$1.42M Buy
14,288
+253
+2% +$27.2K 0.71% 32
2024
Q1 		$1.72M Buy
14,035
+211
+2% +$22K 0.91% 22
2023
Q4 		$1.25M Sell
13,824
-228
-2% -$20.1K 0.74% 33
2023
Q3 		$1.14M Buy
14,052
+3,516
+33% +$300K 0.75% 41
2023
Q2 		$941K Buy
10,536
+4,014
+62% +$380K 0.53% 48
2023
Q1 		$653K Buy
6,522
+1,544
+31% +$156K 0.4% 70
2022
Q4 		$432K Buy
+4,978
New +$476K 0.31% 108
2019
Q2 		– Sell
-2,741
Closed -$304K – 195
2019
Q1 		$304K Sell
2,741
-300
-10% -$33.5K 0.25% 127
2018
Q4 		$356K Hold
3,041
– – 0.28% 100
2018
Q3 		$356K Buy
3,041
+392
+15% +$43.6K 0.28% 101
2018
Q2 		$278K Buy
2,649
+391
+17% +$40K 0.25% 118
2018
Q1 		$227K Buy
+2,258
New +$240K 0.21% 131

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

Ridgewood Investments's DIS Position: Q2 2026 in Review

Ridgewood Investments increased its Walt Disney (DIS) stake by 6.9% in Q2 2026, buying an estimated $92K and bringing the position to 14,018 shares worth $1.35M. The position accounts for 0.51% of the portfolio, ranked #59.

Ridgewood Investments first reported a position in DIS in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Ridgewood Investments held 14,018 shares of Walt Disney worth $1.35M as of Q2 2026.
  • Ridgewood Investments bought 902 Walt Disney shares in Q2 2026, an estimated $92K.
  • Walt Disney made up 0.51% of Ridgewood Investments's portfolio in Q2 2026, its #59 holding.
  • Ridgewood Investments first reported a position in Walt Disney in Q1 2018 and has held it in 19 quarters since.
  • Ridgewood Investments's Walt Disney position peaked at $1.72M in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.