RWM
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RMG Wealth Management’s Walt Disney DIS Stock Holding History

RMG 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
2026
Q2 		$16.7K Hold
162
– – ﹤0.01% 239
2026
Q1 		$16.9K Sell
162
-240
-60% -$25.4K ﹤0.01% 244
2025
Q4 		$45.6K Buy
402
+1
+0.2% +$110 0.01% 154
2025
Q3 		$45.8K Hold
401
– – 0.01% 148
2025
Q2 		$48.5K Buy
+401
New +$41.7K 0.01% 136

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

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

RMG Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 162 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

RMG Wealth Management first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.5K in Q2 2025. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • RMG Wealth Management held 162 shares of Walt Disney worth $16.7K as of Q2 2026.
  • RMG Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #239 holding.
  • RMG Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Walt Disney position peaked at $48.5K in Q2 2025.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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