RMG Wealth Management
DIS icon

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
Q3 		$7K Sell
62
-100
-62% -$10.2K ﹤0.01% 326
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 		$48.6K Buy
+401
New +$41.7K 0.01% 136

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

RMG Wealth Management's DIS Position: Q3 2026 in Review

RMG Wealth Management reduced its Walt Disney (DIS) stake by 62% in Q3 2026, selling an estimated $10.2K and leaving 62 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

RMG Wealth Management first reported a position in DIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $48.6K in Q2 2025. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • RMG Wealth Management held 62 shares of Walt Disney worth $7K as of Q3 2026.
  • RMG Wealth Management sold 100 Walt Disney shares in Q3 2026, an estimated $10.2K.
  • Walt Disney made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #326 holding.
  • RMG Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Walt Disney position peaked at $48.6K in Q2 2025.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.