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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
Q3 		$1.53M Buy
14,611
+593
+4% +$60.8K 0.56% 50
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments's DIS Position: Q3 2026 in Review

Ridgewood Investments increased its Walt Disney (DIS) stake by 4.2% in Q3 2026, buying an estimated $60.8K and bringing the position to 14,611 shares worth $1.53M. The position accounts for 0.56% of the portfolio, ranked #50.

Ridgewood Investments first reported a position in DIS in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.72M in Q1 2024. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Ridgewood Investments held 14,611 shares of Walt Disney worth $1.53M as of Q3 2026.
  • Ridgewood Investments bought 593 Walt Disney shares in Q3 2026, an estimated $60.8K.
  • Walt Disney made up 0.56% of Ridgewood Investments's portfolio in Q3 2026, its #50 holding.
  • Ridgewood Investments first reported a position in Walt Disney in Q1 2018 and has held it in 20 quarters since.
  • Ridgewood Investments's Walt Disney position peaked at $1.72M in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.