RDFA
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Ritter Daniher Financial Advisory’s Walt Disney DIS Stock Holding History

Ritter Daniher Financial Advisory’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 		$554K Sell
5,755
-162
-3% -$16.5K 0.08% 98
2026
Q1 		$570K Buy
5,917
+53
+0.9% +$5.6K 0.1% 94
2025
Q4 		$667K Sell
5,864
-866
-13% -$95.4K 0.11% 88
2025
Q3 		$771K Buy
6,730
+5,987
+806% +$705K 0.14% 78
2025
Q2 		$92.2K Buy
743
+300
+68% +$31.2K 0.02% 130
2025
Q1 		$43.7K Sell
443
-4
-0.9% -$430 0.01% 171
2024
Q4 		$49.8K Hold
447
– – 0.01% 159
2024
Q3 		$43K Buy
447
+1
+0.2% +$92 0.01% 170
2024
Q2 		$44.3K Sell
446
-502
-53% -$54K 0.01% 160
2024
Q1 		$116K Hold
948
– – 0.04% 106
2023
Q4 		$85.6K Hold
948
– – 0.03% 117
2023
Q3 		$76.8K Sell
948
-50
-5% -$4.27K 0.03% 119
2023
Q2 		$89.1K Sell
998
-1,100
-52% -$104K 0.04% 109
2023
Q1 		$210K Hold
2,098
– – 0.09% 65
2022
Q4 		$182K Sell
2,098
-394
-16% -$37.7K 0.09% 73
2022
Q3 		$235K Buy
2,492
+90
+4% +$9.63K 0.17% 60
2022
Q2 		$227K Buy
2,402
+261
+12% +$29K 0.16% 59
2022
Q1 		$294K Buy
2,141
+600
+39% +$86.7K 0.2% 49
2021
Q4 		$239K Buy
1,541
+49
+3% +$7.91K 0.16% 53
2021
Q3 		$252K Hold
1,492
– – 0.18% 49
2021
Q2 		$262K Buy
1,492
+202
+16% +$36.3K 0.2% 47
2021
Q1 		$238K Buy
1,290
+250
+24% +$46.1K 0.19% 45
2020
Q4 		$188K Buy
+1,040
New +$149K 0.16% 52

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

Ritter Daniher Financial Advisory's DIS Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Walt Disney (DIS) stake by 2.7% in Q2 2026, selling an estimated $16.5K and leaving 5,755 shares worth $554K. The position accounts for 0.08% of the portfolio, ranked #98.

Ritter Daniher Financial Advisory first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $771K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Ritter Daniher Financial Advisory held 5,755 shares of Walt Disney worth $554K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 162 Walt Disney shares in Q2 2026, an estimated $16.5K.
  • Walt Disney made up 0.08% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #98 holding.
  • Ritter Daniher Financial Advisory first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's Walt Disney position peaked at $771K in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.