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RMR Wealth Builders’s Walt Disney DIS Stock Holding History

RMR Wealth Builders’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 		$713K Sell
7,403
-300
-4% -$30.6K 0.04% 160
2026
Q1 		$742K Sell
7,703
-770
-9% -$81.4K 0.06% 137
2025
Q4 		$964K Buy
8,473
+129
+2% +$14.2K 0.08% 121
2025
Q3 		$955K Buy
8,344
+316
+4% +$37.2K 0.08% 112
2025
Q2 		$996K Buy
8,028
+1,923
+31% +$200K 0.09% 113
2025
Q1 		$603K Sell
6,105
-1,251
-17% -$134K 0.06% 137
2024
Q4 		$819K Buy
7,356
+215
+3% +$22.6K 0.08% 123
2024
Q3 		$687K Buy
7,141
+1,153
+19% +$106K 0.07% 125
2024
Q2 		$595K Sell
5,988
-1,302
-18% -$140K 0.07% 140
2024
Q1 		$892K Sell
7,290
-7,067
-49% -$738K 0.11% 105
2023
Q4 		$1.3M Buy
14,357
+714
+5% +$62.9K 0.18% 69
2023
Q3 		$1.11M Buy
13,643
+4,344
+47% +$371K 0.18% 69
2023
Q2 		$830K Buy
9,299
+9
+0.1% +$853 0.14% 74
2023
Q1 		$930K Buy
9,290
+1,529
+20% +$154K 0.18% 68
2022
Q4 		$674K Buy
7,761
+624
+9% +$59.7K 0.15% 79
2022
Q3 		$673K Buy
7,137
+247
+4% +$26.4K 0.16% 76
2022
Q2 		$650K Buy
6,890
+54
+0.8% +$5.99K 0.16% 92
2022
Q1 		$938K Buy
6,836
+2,792
+69% +$404K 0.2% 70
2021
Q4 		$626K Sell
4,044
-1,123
-22% -$181K 0.18% 57
2021
Q3 		$874K Buy
5,167
+307
+6% +$54.7K 0.26% 60
2021
Q2 		$854K Sell
4,860
-3,345
-41% -$602K 0.28% 59
2021
Q1 		$1.51M Buy
8,205
+4,304
+110% +$794K 0.39% 38
2020
Q4 		$707K Sell
3,901
-9,409
-71% -$1.35M 0.35% 56
2020
Q3 		$1.65M Buy
13,310
+9,730
+272% +$1.22M 0.43% 42
2020
Q2 		$399K Buy
+3,580
New +$395K 0.36% 66
2019
Q4 		$1.09M Buy
+7,552
New +$1.05M 1.05% 26

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

RMR Wealth Builders's DIS Position: Q2 2026 in Review

RMR Wealth Builders reduced its Walt Disney (DIS) stake by 3.9% in Q2 2026, selling an estimated $30.6K and leaving 7,403 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #160.

RMR Wealth Builders first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.65M in Q3 2020. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • RMR Wealth Builders held 7,403 shares of Walt Disney worth $713K as of Q2 2026.
  • RMR Wealth Builders sold 300 Walt Disney shares in Q2 2026, an estimated $30.6K.
  • Walt Disney made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #160 holding.
  • RMR Wealth Builders first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Walt Disney position peaked at $1.65M in Q3 2020.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.