RWA Wealth Partners’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.6M Sell
68,529
-8,736
-11% -$923K 0.07% 138
2025
Q4
$8.79M Buy
77,265
+1,465
+2% +$161K 0.1% 117
2025
Q3
$8.68M Buy
75,800
+45,316
+149% +$5.34M 0.1% 125
2025
Q2
$3.78M Buy
30,484
+2,805
+10% +$291K 0.05% 185
2025
Q1
$2.73M Sell
27,679
-5,119
-16% -$550K 0.03% 208
2024
Q4
$3.65M Sell
32,798
-2,194
-6% -$230K 0.05% 184
2024
Q3
$3.37M Sell
34,992
-2,030
-5% -$187K 0.04% 202
2024
Q2
$3.68M Sell
37,022
-2,441
-6% -$263K 0.05% 172
2024
Q1
$4.83M Sell
39,463
-2,845
-7% -$297K 0.07% 152
2023
Q4
$3.82M Buy
42,308
+25,505
+152% +$2.25M 0.05% 156
2023
Q3
$1.36M Buy
16,803
+322
+2% +$27.5K 0.03% 171
2023
Q2
$1.47M Buy
16,481
+6,975
+73% +$661K 0.03% 152
2023
Q1
$952K Sell
9,506
-89
-0.9% -$8.97K 0.02% 135
2022
Q4
$924K Buy
9,595
+163
+2% +$15.6K 0.02% 136
2022
Q3
$890K Buy
9,432
+44
+0.5% +$4.71K 0.06% 130
2022
Q2
$886K Buy
9,388
+138
+1% +$15.3K 0.06% 128
2022
Q1
$1.27M Sell
9,250
-151
-2% -$21.8K 0.08% 121
2021
Q4
$1.46M Buy
9,401
+1,481
+19% +$239K 0.1% 112
2021
Q3
$1.34M Buy
7,920
+24
+0.3% +$4.28K 0.1% 111
2021
Q2
$1.39M Buy
7,896
+13
+0.2% +$2.34K 0.1% 109
2021
Q1
$1.46M Buy
7,883
+77
+1% +$14.2K 0.12% 103
2020
Q4
$1.41M Buy
7,806
+1,353
+21% +$194K 0.13% 101
2020
Q3
$801K Buy
6,453
+99
+2% +$12.4K 0.08% 120
2020
Q2
$709K Buy
6,354
+2,355
+59% +$260K 0.09% 119
2020
Q1
$386K Sell
3,999
-28,720
-88% -$3.63M 0.05% 146
2019
Q4
$4.73M Buy
32,719
+563
+2% +$78.6K 0.47% 54
2019
Q3
$4.19M Buy
32,156
+575
+2% +$79.5K 0.44% 55
2019
Q2
$4.41M Sell
31,581
-82
-0.3% -$10.9K 0.47% 53
2019
Q1
$3.52M Buy
31,663
+378
+1% +$42.2K 0.4% 64
2018
Q4
$3.43M Buy
31,285
+1,094
+4% +$124K 0.45% 58
2018
Q3
$3.53M Buy
30,191
+362
+1% +$40.3K 0.4% 60
2018
Q2
$3.13M Buy
29,829
+2,030
+7% +$208K 0.35% 71
2018
Q1
$2.79M Buy
27,799
+21,798
+363% +$2.32M 0.36% 73
2017
Q4
$645K Buy
6,001
+97
+2% +$9.99K 0.07% 147
2017
Q3
$582K Buy
5,904
+1,735
+42% +$178K 0.07% 146
2017
Q2
$443K Buy
4,169
+180
+5% +$19.7K 0.05% 141
2017
Q1
$452K Buy
+3,989
New +$439K 0.06% 136

Other funds holding DIS

RWA Wealth Partners's DIS Position: Q1 2026 in Review

RWA Wealth Partners reduced its Walt Disney (DIS) stake by 11% in Q1 2026, selling an estimated $923K and leaving 68,529 shares worth $6.6M. The position accounts for 0.07% of the portfolio, ranked #138.

RWA Wealth Partners first reported a position in DIS in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.79M in Q4 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • RWA Wealth Partners held 68,529 shares of Walt Disney worth $6.6M as of Q1 2026.
  • RWA Wealth Partners sold 8,736 Walt Disney shares in Q1 2026, an estimated $923K.
  • Walt Disney made up 0.07% of RWA Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • RWA Wealth Partners first reported a position in Walt Disney in Q1 2017 and has held it in 37 quarters since.
  • RWA Wealth Partners's Walt Disney position peaked at $8.79M in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.