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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ritholtz Wealth Management's DIS Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Walt Disney (DIS) stake by 62% in Q1 2026, buying an estimated $1.93M and bringing the position to 47,484 shares worth $4.58M. The position accounts for 0.08% of the portfolio, ranked #182.

Ritholtz Wealth Management first reported a position in DIS in Q2 2017 and has held it in 36 quarters since. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Ritholtz Wealth Management held 47,484 shares of Walt Disney worth $4.58M as of Q1 2026.
Ritholtz Wealth Management bought 18,229 Walt Disney shares in Q1 2026, an estimated $1.93M.
Walt Disney made up 0.08% of Ritholtz Wealth Management's portfolio in Q1 2026, its #182 holding.
Ritholtz Wealth Management first reported a position in Walt Disney in Q2 2017 and has held it in 36 quarters since.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.