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RVW Wealth’s Walt Disney DIS Stock Holding History

RVW Wealth’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 		$1.05M Sell
10,053
-6
-0.1% -$615 0.07% 80
2026
Q2 		$968K Hold
10,059
– – 0.06% 77
2026
Q1 		$969K Sell
10,059
-5,668
-36% -$599K 0.08% 77
2025
Q4 		$1.79M Buy
15,727
+66
+0.4% +$7.27K 0.14% 58
2025
Q3 		$1.79M Sell
15,661
-2,204
-12% -$260K 0.14% 57
2025
Q2 		$2.22M Buy
17,865
+1,857
+12% +$193K 0.19% 55
2025
Q1 		$1.58M Buy
16,008
+8,787
+122% +$944K 0.15% 55
2024
Q4 		$804K Buy
7,221
+1,198
+20% +$126K 0.08% 69
2024
Q3 		$579K Sell
6,023
-1,582
-21% -$146K 0.05% 88
2024
Q2 		$755K Sell
7,605
-378
-5% -$40.7K 0.08% 69
2024
Q1 		$977K Buy
7,983
+1,077
+16% +$112K 0.1% 69
2023
Q4 		$624K Sell
6,906
-28
-0.4% -$2.47K 0.07% 83
2023
Q3 		$562K Sell
6,934
-356
-5% -$30.4K 0.07% 85
2023
Q2 		$651K Sell
7,290
-1,202
-14% -$114K 0.08% 85
2023
Q1 		$850K Sell
8,492
-444
-5% -$44.8K 0.11% 80
2022
Q4 		$776K Sell
8,936
-338
-4% -$32.3K 0.1% 82
2022
Q3 		$875K Sell
9,274
-4,704
-34% -$503K 0.12% 78
2022
Q2 		$1.32M Sell
13,978
-4,520
-24% -$502K 0.18% 68
2022
Q1 		$2.54M Sell
18,498
-3,750
-17% -$542K 0.29% 50
2021
Q4 		$3.45M Buy
22,248
+812
+4% +$131K 0.39% 44
2021
Q3 		$4M Hold
21,436
– – 0.48% 35
2021
Q2 		$4M Sell
21,436
-86
-0.4% -$15.5K 0.5% 34
2021
Q1 		$4M Buy
21,522
+14,546
+209% +$2.68M 0.52% 35
2020
Q4 		$1M Buy
6,976
+153
+2% +$22K 0.15% 61
2020
Q3 		$847K Sell
6,823
-876
-11% -$109K 0.14% 64
2020
Q2 		$859K Buy
7,699
+2,119
+38% +$234K 0.16% 62
2020
Q1 		$539K Buy
5,580
+129
+2% +$16.3K 0.13% 72
2019
Q4 		$788K Buy
5,451
+339
+7% +$47.3K 0.17% 53
2019
Q3 		$666K Buy
5,112
+52
+1% +$7.19K 0.16% 52
2019
Q2 		$707K Sell
5,060
-89
-2% -$11.8K 0.17% 43
2019
Q1 		$572K Buy
+5,149
New +$576K 0.15% 46

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth's DIS Position: Q3 2026 in Review

RVW Wealth reduced its Walt Disney (DIS) stake by 0.06% in Q3 2026, selling an estimated $615 and leaving 10,053 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #80.

RVW Wealth first reported a position in DIS in Q1 2019 and has held it in 31 quarters since. The position peaked at $4M in Q3 2021. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • RVW Wealth held 10,053 shares of Walt Disney worth $1.05M as of Q3 2026.
  • RVW Wealth sold 6 Walt Disney shares in Q3 2026, an estimated $615.
  • Walt Disney made up 0.07% of RVW Wealth's portfolio in Q3 2026, its #80 holding.
  • RVW Wealth first reported a position in Walt Disney in Q1 2019 and has held it in 31 quarters since.
  • RVW Wealth's Walt Disney position peaked at $4M in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.