Triad Wealth Partners
DIS icon

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
Q3 		$675K Buy
6,434
+866
+16% +$88.7K 0.04% 267
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Triad Wealth Partners's DIS Position: Q3 2026 in Review

Triad Wealth Partners increased its Walt Disney (DIS) stake by 16% in Q3 2026, buying an estimated $88.7K and bringing the position to 6,434 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #267.

Triad Wealth Partners first reported a position in DIS in Q2 2024 and has held it in 7 quarters since. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Triad Wealth Partners held 6,434 shares of Walt Disney worth $675K as of Q3 2026.
  • Triad Wealth Partners bought 866 Walt Disney shares in Q3 2026, an estimated $88.7K.
  • Walt Disney made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #267 holding.
  • Triad Wealth Partners first reported a position in Walt Disney in Q2 2024 and has held it in 7 quarters since.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.