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Triad Wealth Partners’s Walt Disney DIS Stock Holding History

Triad Wealth Partners’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
Q1 		$303K Sell
3,148
-84
-3% -$8.88K 0.02% 392
2025
Q4 		$368K Buy
3,232
+1,007
+45% +$111K 0.03% 336
2025
Q3 		$255K Buy
2,225
+377
+20% +$44.4K 0.03% 320
2025
Q2 		$229K Buy
+1,848
New +$192K 0.05% 257
2024
Q3 		– Sell
-141
Closed -$14K – 257
2024
Q2 		$14K Buy
+141
New +$15.2K 0.01% 407

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Triad Wealth Partners reduced its Walt Disney (DIS) stake by 2.6% in Q1 2026, selling an estimated $8.88K and leaving 3,148 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #392.

Triad Wealth Partners first reported a position in DIS in Q2 2024 and has held it in 5 quarters since. The position peaked at $368K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Triad Wealth Partners held 3,148 shares of Walt Disney worth $303K as of Q1 2026.
  • Triad Wealth Partners sold 84 Walt Disney shares in Q1 2026, an estimated $8.88K.
  • Walt Disney made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #392 holding.
  • Triad Wealth Partners first reported a position in Walt Disney in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Walt Disney position peaked at $368K in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.