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River Wealth Advisors’s Walt Disney DIS Stock Holding History

River Wealth Advisors’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
Q1 		$511K Sell
5,307
-373
-7% -$39.4K 0.06% 149
2025
Q4 		$646K Buy
5,680
+80
+1% +$8.81K 0.07% 136
2025
Q3 		$641K Sell
5,600
-11
-0.2% -$1.3K 0.08% 138
2025
Q2 		$696K Sell
5,611
-223
-4% -$23.2K 0.09% 134
2025
Q1 		$576K Sell
5,834
-423
-7% -$45.5K 0.08% 140
2024
Q4 		$697K Sell
6,257
-32,864
-84% -$3.45M 0.09% 131
2024
Q3 		$3.76M Sell
39,121
-19,880
-34% -$1.83M 0.5% 54
2024
Q2 		$5.86M Buy
59,001
+38
+0.1% +$4.09K 0.84% 31
2024
Q1 		$7.21M Buy
58,963
+2,395
+4% +$250K 1.05% 27
2023
Q4 		$5.11M Buy
56,568
+1,056
+2% +$93.1K 0.82% 33
2023
Q3 		$4.5M Buy
55,512
+1,346
+2% +$115K 0.8% 34
2023
Q2 		$4.84M Sell
54,166
-233
-0.4% -$22.1K 0.82% 30
2023
Q1 		$5.45M Sell
54,399
-1,018
-2% -$103K 0.99% 21
2022
Q4 		$4.81M Sell
55,417
-751
-1% -$71.8K 0.93% 26
2022
Q3 		$5.3M Buy
56,168
+87
+0.2% +$9.31K 1.14% 21
2022
Q2 		$5.29M Buy
56,081
+2,583
+5% +$287K 0.98% 23
2022
Q1 		$7.34M Buy
53,498
+2,078
+4% +$300K 1.17% 20
2021
Q4 		$7.96M Buy
51,420
+2,135
+4% +$345K 1.23% 19
2021
Q3 		$8.34M Buy
49,285
+1,953
+4% +$348K 1.43% 18
2021
Q2 		$8.32M Buy
47,332
+1,097
+2% +$197K 1.46% 17
2021
Q1 		$8.53M Buy
46,235
+1,727
+4% +$318K 1.6% 15
2020
Q4 		$8.06M Buy
44,508
+2,119
+5% +$304K 1.74% 13
2020
Q3 		$5.26M Buy
42,389
+1,135
+3% +$142K 1.37% 16
2020
Q2 		$4.6M Buy
41,254
+1,532
+4% +$169K 1.4% 18
2020
Q1 		$3.84M Buy
39,722
+1,239
+3% +$157K 1.53% 17
2019
Q4 		$5.57M Buy
38,483
+1,683
+5% +$235K 1.88% 11
2019
Q3 		$4.8M Buy
36,800
+1,811
+5% +$250K 1.81% 12
2019
Q2 		$4.89M Buy
34,989
+1,152
+3% +$153K 1.91% 10
2019
Q1 		$3.76M Buy
33,837
+1,131
+3% +$126K 1.57% 14
2018
Q4 		$3.59M Sell
32,706
-839
-3% -$95.4K 1.59% 10
2018
Q3 		$3.92M Buy
33,545
+490
+1% +$54.5K 1.45% 12
2018
Q2 		$3.46M Sell
33,055
-122
-0.4% -$12.5K 1.35% 14
2018
Q1 		$3.33M Buy
33,177
+261
+0.8% +$27.7K 1.4% 14
2017
Q4 		$3.54M Sell
32,916
-480
-1% -$49.4K 1.47% 14
2017
Q3 		$3.29M Sell
33,396
-275
-0.8% -$28.3K 1.49% 12
2017
Q2 		$3.58M Buy
33,671
+1,004
+3% +$110K 1.67% 9
2017
Q1 		$3.7M Buy
32,667
+1,204
+4% +$133K 1.8% 5
2016
Q4 		$3.28M Sell
31,463
-5
-0% -$488 1.66% 8
2016
Q3 		$2.92M Buy
31,468
+618
+2% +$59.2K 1.62% 9
2016
Q2 		$3.02M Buy
30,850
+800
+3% +$80K 1.73% 9
2016
Q1 		$2.98M Buy
30,050
+233
+0.8% +$22.5K 1.78% 8
2015
Q4 		$3.13M Sell
29,817
-1,023
-3% -$114K 1.98% 6
2015
Q3 		$3.15M Buy
30,840
+1,437
+5% +$156K 2.16% 5
2015
Q2 		$3.36M Sell
29,403
-53
-0.2% -$5.82K 2.13% 6
2015
Q1 		$3.09M Buy
+29,456
New +$2.97M 1.91% 7

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Wealth Advisors's DIS Position: Q1 2026 in Review

River Wealth Advisors reduced its Walt Disney (DIS) stake by 6.6% in Q1 2026, selling an estimated $39.4K and leaving 5,307 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #149.

River Wealth Advisors first reported a position in DIS in Q1 2015 and has held it in 45 quarters since. The position peaked at $8.53M in Q1 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • River Wealth Advisors held 5,307 shares of Walt Disney worth $511K as of Q1 2026.
  • River Wealth Advisors sold 373 Walt Disney shares in Q1 2026, an estimated $39.4K.
  • Walt Disney made up 0.06% of River Wealth Advisors's portfolio in Q1 2026, its #149 holding.
  • River Wealth Advisors first reported a position in Walt Disney in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Walt Disney position peaked at $8.53M in Q1 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.