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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
Q2 		$546K Buy
5,568
+2,420
+77% +$247K 0.03% 291
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 $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

Triad Wealth Partners's DIS Position: Q2 2026 in Review

Triad Wealth Partners increased its Walt Disney (DIS) stake by 77% in Q2 2026, buying an estimated $247K and bringing the position to 5,568 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #291.

Triad Wealth Partners first reported a position in DIS in Q2 2024 and has held it in 6 quarters since. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Triad Wealth Partners held 5,568 shares of Walt Disney worth $546K as of Q2 2026.
  • Triad Wealth Partners bought 2,420 Walt Disney shares in Q2 2026, an estimated $247K.
  • Walt Disney made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #291 holding.
  • Triad Wealth Partners first reported a position in Walt Disney in Q2 2024 and has held it in 6 quarters since.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.