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Livermore
Livermore
ZHEN

Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

DIS holding history

Walt Disney Co in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
49,454
Value
$4.76M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,454$4.76M0.1%+1,970+4.1%AddedHolders
Q1 202647,484$4.58M0.1%+18,229+62.3%AddedHolders
Q4 202529,255$3.33M0.1%+2,921+11.1%AddedHolders
Q3 202526,334$3.02M0.1%+203+0.8%AddedHolders
Q2 202526,131$3.24M0.1%+2,167+9.0%AddedHolders
Q1 202523,964$2.37M0.1%+887+3.8%AddedHolders
Q4 202423,077$2.57M0.1%+1,195+5.5%AddedHolders
Q3 202421,882$2.10M0.1%−2,060−8.6%ReducedHolders
Q2 202423,942$2.38M0.1%−167−0.7%ReducedHolders
Q1 202424,109$2.95M0.1%+754+3.2%AddedHolders
Q4 202323,355$2.11M0.1%+2,439+11.7%AddedHolders
Q3 202320,916$1.70M0.1%−2,401−10.3%ReducedHolders
Q2 202323,317$2.08M0.1%+282+1.2%AddedHolders
Q1 202323,035$2.31M0.1%+1,047+4.8%AddedHolders
Q4 202221,988$1.91M0.1%−13,238−37.6%ReducedHolders
Q3 202235,226$3.32M0.2%+10,313+41.4%AddedHolders
Q2 202224,913$2.35M0.1%−1,414−5.4%ReducedHolders
Q1 202226,327$3.61M0.2%−291−1.1%ReducedHolders
Q4 202126,618$4.12M0.3%+1,723+6.9%AddedHolders
Q3 202124,895$4.21M0.3%+875+3.6%AddedHolders
Q2 202124,020$4.22M0.3%+2,343+10.8%AddedHolders
Q1 202121,677$4.00M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.