Ritholtz Wealth Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.76M Buy
49,454
+1,970
+4% +$201K 0.07% 193
2026
Q1
$4.58M Buy
47,484
+18,229
+62% +$1.93M 0.08% 182
2025
Q4
$3.33M Buy
29,255
+2,921
+11% +$322K 0.06% 229
2025
Q3
$3.02M Buy
26,334
+203
+0.8% +$23.9K 0.06% 232
2025
Q2
$3.24M Buy
26,131
+2,167
+9% +$225K 0.07% 181
2025
Q1
$2.37M Buy
23,964
+887
+4% +$95.3K 0.07% 210
2024
Q4
$2.57M Buy
23,077
+1,195
+5% +$126K 0.08% 183
2024
Q3
$2.1M Sell
21,882
-2,060
-9% -$190K 0.06% 219
2024
Q2
$2.38M Sell
23,942
-167
-0.7% -$18K 0.08% 169
2024
Q1
$2.95M Buy
24,109
+754
+3% +$78.8K 0.1% 136
2023
Q4
$2.11M Buy
23,355
+2,439
+12% +$215K 0.08% 159
2023
Q3
$1.7M Sell
20,916
-2,401
-10% -$205K 0.08% 173
2023
Q2
$2.08M Buy
23,317
+282
+1% +$26.7K 0.09% 131
2023
Q1
$2.31M Buy
23,035
+1,047
+5% +$106K 0.12% 107
2022
Q4
$1.91M Sell
21,988
-13,238
-38% -$1.27M 0.11% 132
2022
Q3
$3.32M Buy
35,226
+10,313
+41% +$1.1M 0.18% 76
2022
Q2
$2.35M Sell
24,913
-1,414
-5% -$157K 0.15% 80
2022
Q1
$3.61M Sell
26,327
-291
-1% -$42.1K 0.24% 46
2021
Q4
$4.12M Buy
26,618
+1,723
+7% +$278K 0.26% 39
2021
Q3
$4.21M Buy
24,895
+875
+4% +$156K 0.29% 38
2021
Q2
$4.22M Buy
24,020
+2,343
+11% +$421K 0.3% 32
2021
Q1
$4M Buy
21,677
+1,438
+7% +$265K 0.33% 28
2020
Q4
$3.67M Buy
20,239
+137
+0.7% +$19.7K 0.35% 27
2020
Q3
$2.49M Buy
20,102
+1,217
+6% +$152K 0.28% 36
2020
Q2
$2.11M Buy
18,885
+257
+1% +$28.4K 0.27% 38
2020
Q1
$1.8M Buy
18,628
+549
+3% +$69.4K 0.29% 32
2019
Q4
$2.62M Buy
18,079
+1
+0% +$140 0.38% 29
2019
Q3
$2.36M Sell
18,078
-55
-0.3% -$7.61K 0.38% 28
2019
Q2
$2.53M Sell
18,133
-2,001
-10% -$265K 0.43% 25
2019
Q1
$2.23M Sell
20,134
-34
-0.2% -$3.8K 0.41% 27
2018
Q4
$2.21M Sell
20,168
-1,576
-7% -$179K 0.5% 27
2018
Q3
$2.54M Sell
21,744
-1,163
-5% -$129K 0.64% 15
2018
Q2
$2.4M Sell
22,907
-697
-3% -$71.3K 0.65% 15
2018
Q1
$2.37M Sell
23,604
-81
-0.3% -$8.61K 0.68% 15
2017
Q4
$2.55M Buy
23,685
+21,314
+899% +$2.2M 0.75% 18
2017
Q3
$234K Buy
2,371
+310
+15% +$31.9K 0.09% 68
2017
Q2
$219K Buy
+2,061
New +$226K 0.09% 63

Other funds holding DIS

Ritholtz Wealth Management's DIS Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Walt Disney (DIS) stake by 4.1% in Q2 2026, buying an estimated $201K and bringing the position to 49,454 shares worth $4.76M. The position accounts for 0.07% of the portfolio, ranked #193.

Ritholtz Wealth Management first reported a position in DIS in Q2 2017 and has held it in 37 quarters since. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Ritholtz Wealth Management held 49,454 shares of Walt Disney worth $4.76M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,970 Walt Disney shares in Q2 2026, an estimated $201K.
  • Walt Disney made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Ritholtz Wealth Management first reported a position in Walt Disney in Q2 2017 and has held it in 37 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.