Ritholtz Wealth Management’s Walt Disney DIS Stock Holding History

Ritholtz Wealth Management’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
2022 Q1	–	Sell	-1,300	Closed	-$204K	–	568
2021 Q4	$204K	Buy	+1,300	New	+$210K	0.01%	504
2021 Q3	–	Sell	-1,900	Closed	-$51K	–	539
2021 Q2	$51K	Buy	1,900 +400	+27%	+$71.9K	﹤0.01%	511
2021 Q1	$55K	Buy	1,500 +600	+67%	+$111K	﹤0.01%	444
2020 Q4	$46K	Buy	900 +400	+80%	+$57.4K	﹤0.01%	379
2020 Q3	$10K	Sell	500 -400	-44%	-$50K	﹤0.01%	328
2020 Q2	$11K	Buy	+900	New	+$99.4K	﹤0.01%	291
2020 Q1	–	Sell	-500	Closed	-$14K	–	188
2019 Q4	$14K	Sell	500 -200	-29%	-$27.9K	﹤0.01%	156
2019 Q3	$19K	Buy	700 +200	+40%	+$27.7K	﹤0.01%	138
2019 Q2	$20K	Buy	+500	New	+$66.3K	﹤0.01%	136

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 2,948 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.
2,948 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.